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Create client record and pipeline entry from sale

Create client record and pipeline entry from sale

Paid purchases may not reach your client system, stalling intake and delaying credit repair case setup. Create records and send onboarding so coordinators can begin setup the same day.

Create client record and pipeline entry from sale

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Overview

When paid clients don't reach your CRM, intake stalls and case setup is delayed. This flow captures purchaser data, creates a pipeline opportunity, and triggers onboarding so coordinators can start setup the same day.

Create client record and pipeline entry from sale