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Create client profile when lead marked under contract

Create client profile when lead marked under contract

Your contract-stage leads lack a centralized client record, creating manual setup work and missed marketing cues for new closings. It builds client profiles so marketing ops can act same day.

Create client profile when lead marked under contract

Overview

When leads move to contract without a central record, manual setup delays post-close campaigns and reporting. This flow creates a client profile automatically so marketing ops and coordinators can launch welcome and reporting workflows the same day.

Create client profile when lead marked under contract