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Create client contact and intake deal from form

Create client contact and intake deal from form

Your booking forms often arrive with client specs and availability untriaged, delaying prep and schedule matching. Creates contacts and intake deals so coordinators confirm bookings same day.

Create client contact and intake deal from form

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Overview

When booking forms sit untriaged your artists and coordinators waste time and miss schedulable opportunities; this flow turns each submission into a contact and intake deal. Coordinators get full client context and can confirm bookings same day.

Create client contact and intake deal from form