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Create client record when opportunity reaches client stage

Create client record when opportunity reaches client stage

You lack contact context when opportunities reach a client-ready stage without a client record, leaving scheduling and intake blind. Create client records so coordinators can schedule the same day.

Create client record when opportunity reaches client stage

Overview

Manual handoffs between sales and scheduling cost time and create a poor first experience. This flow creates the client record automatically when a deal becomes client-ready, so coordinators can schedule and start onboarding the same day.

Create client record when opportunity reaches client stage