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Create client record and job from paid lead

Create client record and job from paid lead

Your paid social lead forms send inconsistent contact and project details that stall quoting. Leads are captured into client records and job requests so your crew can follow up same day.

Create client record and job from paid lead

Overview

Paid social leads should become scheduled work, not stale inbox items. This flow captures each lead, creates a client and an initial job request, and notifies operations so follow-up happens same day. That reduces booking delays and gets crews dispatched faster.

Create client record and job from paid lead