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Create client contact when deal reaches new client

Create client contact when deal reaches new client

Deals moved to the new-client stage often lack a contact in your intake system, delaying welcome outreach and case setup. It creates the contact so coordinators can begin onboarding same day.

Create client contact when deal reaches new client

Overview

When a deal becomes a new client, missing intake contacts stall welcome outreach and slow onboarding. This flow creates a complete contact record and routes it to intake so coordinators can begin onboarding the same day.

Create client contact when deal reaches new client