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Create client and job from incoming call lead

Create client and job from incoming call lead

Inbound calls without a matching customer record cause follow-ups to stall and jobs to be lost. This creates a client and a work request so schedulers can follow up same day.

Create client and job from incoming call lead

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Overview

Missed or unlinked phone leads are quiet revenue leaks; this flow captures caller details and turns them into a client record plus a ready-to-action work request. Schedulers receive context and can follow up same day, reducing lost bookings and response gaps.

Create client and job from incoming call lead