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Create deal and add contact from package enquiry

Create deal and add contact from package enquiry

You get package enquiry form submissions not linked to CRM, leaving sales without contact or booking details for quotes. Benefit: contacts and deals are created for reps to act on same day.

Create deal and add contact from package enquiry

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Overview

Package enquiries often arrive without CRM context, leaving reps scrambling for details. This flow creates a contact and a sales opportunity automatically so your sales coordinators get qualified leads they can contact the same day and avoid missed bookings.

Create deal and add contact from package enquiry