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Create CRM lead and deal from parsed buyer docs

Create CRM lead and deal from parsed buyer docs

You get parsed buyer inquiry documents that leave leads untracked and reps without listing context. This adds parsed lead fields to contact and deal records so reps get full context same day.

Create CRM lead and deal from parsed buyer docs

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Overview

Parsed marketplace inquiries often arrive as PDFs or emails and never make it cleanly into the CRM, leaving reps to reconstruct context. This flow converts those parsed documents into contacts, deals, and notes so reps have full lead context and can act the same day.

Create CRM lead and deal from parsed buyer docs