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Create client record and new deal from enquiries

Create client record and new deal from enquiries

Your website enquiry submissions often arrive untracked, leaving contact details and matter context missing from your pipeline. Get contacts and deals ready for outreach same day.

Create client record and new deal from enquiries

Overview

When web enquiries don't create client records, follow-ups stall and intake slips. This routine captures each enquiry as a contact and linked deal, delivering ready-to-engage leads to your intake coordinators within minutes.

Create client record and new deal from enquiries