Create customer, contract, and CRM deal from booking
Create customer, contract, and CRM deal from booking
Your booking form arrives without a CRM record or signed contract, forcing operations to chase customers. Capture the contact, send the contract, and create a deal to finish onboarding same day.
Overview
Raw booking submissions waste reps' time chasing signatures and details. This flow captures the lead, creates the CRM record and deal, sends the contract, and notifies ops so renters can be onboarded same day.