🎉 Congratulations on completing the Intake Module!
You’ve taken an important first step, and your progress already shows! In this module, you learned how to confidently navigate the intake process—from gathering essential information to understanding how prospects move into the next stages of their journey. You explored how workflows, steps, and tasks keep everything organized, and how Boost helps ensure no detail is missed.
You’re now equipped with the foundational knowledge to start managing new prospects with clarity and consistency. Great work—and get ready, because the next module builds on everything you’ve just mastered!
Keep it up! 🚀