Link client intake forms to the delivery tracker
Our studio receives new web-service requests through forms, email, and shared spreadsheets; project managers then re-enter the same details into a delivery tracker. We need that intake to become one dependable workflow, so account leads can see ownership, scope, and next actions without copying information between tools. Please map the current intake fields, connect the form submission to the tracker, and set up validation for required contact, scope, and priority data. The handover should include the integration configuration, a short test plan for a successful and failed submission, and notes that let our team adjust fields later. We will accept the work when a submitted request creates or updates the right tracker record with the assigned owner and complete audit trail.