Create client project and add lead to CRM list
Create client project and add lead to CRM list
When a booking form arrives without a proposal link, your reps lack context and outreach stalls. You get a ready proposal page and contact record for fast outreach within minutes.
Overview
When booking forms arrive without a linked proposal, reps and campaign managers waste time gathering context and follow-up slows. This flow creates a numbered proposal page and a contact record automatically, so outreach can start within minutes and onboarding begins the same day.