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Create customer record and property for new lead

Create customer record and property for new lead

Your pipeline leads lack complete customer and property details, forcing manual entries and delaying estimates. Gain consistent, billing-ready records so you can send estimates the same day.

Create customer record and property for new lead

Overview

Leads should arrive estimate-ready, not as a list of missing fields. This flow builds a billing-ready customer and linked property record and notifies operations instantly, letting your team produce draft estimates the same day.

Create customer record and property for new lead