Once your intake / referral is created, you can publish it on your website, send via email, or text it out to potential clients.
Click on the Street Admin icon on the left menu and then select "Client Intake" from the options.
Next, click on the "Share" button on the right side and choose how you want to share the form.
Once they fill the form out and submit it, it comes back into PlanStreet and a new case is created as an Applicant.
The Applicant tab shows all of the cases that exist in the system with a Published status of "No". When a form is submitted through an outside source or via email, the Published status is set to "No" by default and it will show up on the Applicant tab in the system.
From here, the case can be reviewed and a decision made as to whether or not the case will become Active. Follow this link for more information on the Applicant section Cases - Applicants