Create consult purchase lead and deal in CRM
Create consult purchase lead and deal in CRM
Your consult purchases often arrive without CRM records, delaying outreach and leaving booking details scattered. It creates contact and deal records so reps and coordinators can follow up same day.
Overview
When consult purchases don't land cleanly in your CRM, reps waste time and booking readiness suffers. This flow captures the purchase, creates or updates a contact and opens a deal with purchase context so reps can follow up same day and coordinators can book faster.