Create customer records from trade application form entries
Create customer records from trade application form entries
Your trade form submissions aren't added to customer records, leaving wholesale prospects untracked. Marketing can begin onboarding and outreach the same day.
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Overview
When trade applicants sit in forms, wholesale opportunities stall and onboarding falls behind. This flow converts each submission into a customer record and flags it for marketing so outreach and onboarding can start the same day.