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Create customer and contact records when deal advances

Create customer and contact records when deal advances

Your deals hit presentation stage without a customer record, creating billing and scheduling gaps. Create customer and contact entries so billing and project coordinators have accurate data before the next billing run.

Create customer and contact records when deal advances

Overview

Missing customer records when deals advance slow billing and production. This flow creates customer and contact records and writes a customer number back to the CRM so billing and coordinators can bill the job same day.

Create customer and contact records when deal advances