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Create client intake entry when tag is set

Create client intake entry when tag is set

Your activated leads lack structured intake records, which stalls onboarding and delays billing setup. Capture each activation into your CRM and create an internal ticket so onboarding begins same day.

Create client intake entry when tag is set

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Overview

When a paid activation isn't recorded in your client system, intake stalls and billing is delayed; this flow captures activations and starts intake work immediately. It creates a CRM intake record and an internal ticket so program coordinators can begin onboarding the same day.

Create client intake entry when tag is set