Create client intake document when a lead converts
Create client intake document when a lead converts
Your converted leads lack a single client intake document, so design choices and contact details stay scattered. Generate and attach a client intake doc to the opportunity for same-day handoff.
Overview
When a lead becomes a customer, missing design context and scattered notes slow production and risk mistakes. This workflow creates and attaches a single client intake document to the opportunity and updates your marketing contact immediately, enabling same‑day handoff to design and fulfillment.