Lead intake is important because not every inbound item starts as a human conversation.
Supported intake patterns
CRAIM can receive new opportunities from:
- website forms
- landing forms
- Meta lead ads
- VK lead forms
- Telegram inbound conversations
- Instagram direct message intake
Why intake is a first-class concept
Lead intake should turn raw submissions and conversations into clear workstreams before the team starts follow-up.
That keeps the system from mixing:
- original source details
- CRM record creation
- qualification logic
- conversation handling
Lead sources versus channels
Lead sources represent where new opportunities originate.
Channels represent where conversations happen.
This separation is correct and should stay.
Recommended routing pattern
- 1Receive the inbound request.
- 2Match it to the right company and source.
- 3Create or update the workstream record.
- 4Apply default assignment and status rules.
- 5Trigger qualification or follow-up logic only when appropriate.
Practical advice
Treat lead intake as a first-class setup area. It defines how raw external interest becomes organized CRM work.