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Create client project and lead from popup form submission

Create client project and lead from popup form submission

Your popup intake form submissions leave prospects untracked and delay proposal creation. It creates client projects and captures contact details so you can start outreach same day.

Create client project and lead from popup form submission

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Overview

Popup intake often creates untracked prospects and slows proposal delivery; this flow turns each submission into a ready-to-work client project. Your intake team can begin proposals and outreach the same day, reducing missed opportunities and administrative lag.

Create client project and lead from popup form submission