Create client record and proposal for qualified lead
Create client record and proposal for qualified lead
Your qualified relocation leads lack billing records and proposals, delaying quotes and first-touch coordination. Get a client record and draft relocation proposal ready for outreach the same day.
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Overview
When a lead becomes sales-qualified, you need billing and proposal artifacts ready immediately. This flow creates a client billing record and a draft relocation proposal so your founder or sales rep can follow up the same day.