Add order contact and format phone for SMS outreach

Your new orders often have messy phones and missing install addresses, delaying SMS outreach and causing duplicate leads. Clean, formatted leads are added to your SMS board so reps start outreach same day.

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Overview

New orders with messy phones and missing install addresses create duplicate leads and slow outreach. This flow standardizes contact and address data, then creates or updates SMS-ready leads so reps can begin outreach same day. That reduces manual cleanup and speeds follow-up.