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Create consult opportunity and household from intake form

Create consult opportunity and household from intake form

Your consult intake forms sit in email, leaving household and contact data unrecorded and onboarding prep stalled. Create records and consult opportunities so advisors follow up the same day.

Create consult opportunity and household from intake form

Overview

When consult forms sit unprocessed in email, advisors waste time re-entering data and follow-ups slip. This flow captures form details into household and contact records and creates a consult opportunity so advisors can follow up and start prep the same day.

Create consult opportunity and household from intake form