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Create contact and opportunity with 7-day follow-up task

Create contact and opportunity with 7-day follow-up task

Inbound leads arrive unstructured, so outreach is inconsistent and opportunities stall. It creates contact and opportunity records and a 7-day follow-up task so reps act same day.

Create contact and opportunity with 7-day follow-up task

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Overview

Unstructured inbound replies make it hard for a small agency to keep pipeline momentum and assign timely follow-ups. This flow turns each reply into a contact, opportunity, and a scheduled 7-day follow-up so reps have clear next steps and can act same day.

Create contact and opportunity with 7-day follow-up task