Add closed deals to lead records and sheet

Your closed job cards don't create CRM-ready leads, causing outreach delays and incomplete reports. Capture contact and sale details so reps and campaign managers can act the same day.

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Overview

When closed deals stay only on a project board, outreach and reporting stall; this flow captures each closed job as a lead and logs sale details for reporting. Sales reps and campaign managers receive contact and sale context within minutes, ready for immediate outreach and campaign enrollment.