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Create contact and follow-up task for new leads

Create contact and follow-up task for new leads

Your intake table estate-planning leads often lack an owner or follow-up, delaying first contact. Create contact, deal, note, and a follow-up task so you can reach prospects the same day.

Create contact and follow-up task for new leads

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Overview

When intake records sit unowned, prospects cool and follow-up becomes inconsistent. This flow captures every new table entry as a contact and starter deal, logs intake notes, and creates an owner task so your team can reach prospects the same day.

Create contact and follow-up task for new leads