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Create generator install deals from intake form submissions

Create generator install deals from intake form submissions

Your installation intake forms can leave reps without opportunity records or scheduling context. Create deal records automatically so estimates get scheduled the same day.

Create generator install deals from intake form submissions

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Overview

Intake forms that don’t create opportunities leave revenue at risk and slow down estimate scheduling. This workflow guarantees every installation submission becomes a deal and is linked to the contact, letting reps schedule estimates the same day and removing manual handoffs.

Create generator install deals from intake form submissions