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Create client and lead records from new prospect

Create client and lead records from new prospect

Your new prospect rows leave client details unprocessed and stall onboarding for your bookkeeping practice. It creates client and proposal records so intake and billing can begin same day.

Create client and lead records from new prospect

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Overview

Booked prospects should become actionable clients, not rows in a spreadsheet. This flow turns new prospect records into full client and proposal profiles automatically, giving intake and billing staff complete data to act on the same day.

Create client and lead records from new prospect