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Create intake contact from new client deal stage

Create intake contact from new client deal stage

New client deal updates leave intake records incomplete and require coordinators to re-enter contact details. Create contact profiles automatically so coordinators can begin outreach same day.

Create intake contact from new client deal stage

Overview

Deals moved to the new-client stage often stall while coordinators rekey contact details, delaying outreach. This flow creates intake contacts automatically and routes data for immediate follow-up so intake can begin onboarding same day.

Create intake contact from new client deal stage