Create CRM lead and deal from web inquiry

Unmatched web inquiries leave reps without contact context and let opportunities slip. This creates a contact and deal so reps can follow up the same day.

Overview

When web inquiries arrive without matching CRM records, reps waste time researching and opportunities cool off. This flow turns each submission into a contact and a deal so reps and enrollment coordinators can act immediately, improving same-day outreach and scheduling.