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Create client and work request from new lead

Create client and work request from new lead

Your pipeline leads lack client records and job requests, causing missed visits. Capture lead details into client records and create work requests so schedulers book assessments same day.

Create client and work request from new lead

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Overview

When leads enter your pipeline without a client record, bookings slip and dispatch wastes time. This flow creates client records and linked work requests automatically so schedulers see complete intake and can assign assessments same day.

Create client and work request from new lead