Intake optimization for signed case leads

https://victor-wiki.win/index.php/Intake_optimization_for_signed_case_leads

When a signed case lead comes in, the first moments matter most. I've been refining how we intake those leads so nothing gets lost between the signature and the first real conversation. Quick follow-ups, clear ownership, and a simple path to next steps make all the difference in turning a signed lead into an active, happy case.