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Create client and work request from new deal

Create client and work request from new deal

Your CRM deals often lack scheduling data, causing manual client creation and delayed dispatch. Create client and job requests automatically so operations can assign crews same day.

Create client and work request from new deal

Overview

When new deals enter your CRM, dispatchers shouldn't be copying data across systems. This flow converts deals into client records and service requests automatically, so operations gets service-ready jobs and crews can be scheduled the same day.

Create client and work request from new deal