IntakeOps Dashboard

Automation Platform — Lead Review Dashboard

— leads
—
Time range
Applies to Instrument Panel and Analytics
Instrument Panel
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Analytics
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Active Leads 0
Referrals Sent 0
Email Sent 0
# Status NAFI
Review
Name NEOS Status NEOS ASSIGNED TO Source Case Type State NAFI Recommendation Created At Actions
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# Lead Referred By Categories Referred At Status
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# Lead Status Reviewed By Reviewed At Email Sent At Recipients Decline Type
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Active Today
Reviewer Name (optional)
Reviewer Notes (optional)
Edit Case Type
Case Type
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Lead Details

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Selected Referrals
✓ Status updated