Create client and project from marketplace lead in CRM
Create client and project from marketplace lead in CRM
Your marketplace lead inquiries arrive without client context, causing missed bookings and slow responses. They become client and project records in your CRM automatically for same-day follow-up.
Overview
Stop losing bookings when marketplace leads arrive with incomplete context; this pipeline turns each incoming purchase into a client and a project record so coordinators can act immediately. You get client-ready records and same-day outreach capability, reducing follow-up lag and missed opportunities.