Create deal and contact from scheduled lead entry

Your board's lead row flips to Scheduled without creating deal or contact records, leaving reps without outreach context. Create deals and contacts so sales and ops can act same day.

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Overview

When a lead status flips to Scheduled, reps and project owners often wait on manual record creation and lose precious outreach time. This flow captures that status change into a deal and contact, updates your estimating/contact tool, and creates the project record so sales and operations can act the same day.