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Create client record and log new ad leads

Create client record and log new ad leads

Your ad form leads arrive without client records, causing missed bookings and installer confusion. Get same-day scheduling and faster follow-up when leads are logged as client records for team tracking.

Create client record and log new ad leads

Overview

Ad form leads often arrive with incomplete records and no clear next steps, which delays bookings and strains crews. This flow turns each form submission into a client record and a sheet entry so coordinators can assign visits and schedule the same day.

Create client record and log new ad leads