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Create client record when deal is marked won

Create client record when deal is marked won

You can't onboard quickly when won deals remain only in your CRM and lack client profile details. This creates full client profiles for onboarding and billing the same day.

Create client record when deal is marked won

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Overview

When a property sale closes, you need a complete client profile immediately; otherwise onboarding and billing stall. This flow turns won deals into populated client and lead records automatically so onboarding and invoices can proceed the same day.

Create client record when deal is marked won