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Create client records from purchased leads for proposals

Create client records from purchased leads for proposals

Marketplace purchases leave buyer details unrecorded and stall proposal setup. Capture client contacts and start proposals automatically so you can send estimates same day.

Create client records from purchased leads for proposals

Overview

Marketplace buyers often sit outside your proposal workflow, delaying estimates and costing momentum. This flow converts each purchase into a client record and kicks off proposal creation automatically, so your team can send estimates the same day.

Create client records from purchased leads for proposals