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Create client and tag profile from contact form

Create client and tag profile from contact form

When contact form leads arrive unstructured, your office can't schedule quotes or prep crews efficiently for fence jobs. You get complete client profiles with project tags for same-day quoting.

Create client and tag profile from contact form

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Overview

Manual entry from contact forms slows quoting and leaves schedulers missing context for fence jobs. This flow converts each submission into a tagged client profile so office staff can generate estimates and dispatch crews the same day.

Create client and tag profile from contact form