Create intake deal and client folder from form submission
Create intake deal and client folder from form submission
Your intake forms often arrive without a client folder or CRM deal, delaying outreach. It creates a deal, stores files in a year folder, and logs the sheet row so coordinators act same day.
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Overview
Unprocessed intake forms create manual work and slow your first outreach. This flow guarantees each submission becomes a CRM deal, a year-organized client folder with uploaded files, and a logged sheet row so intake coordinators can act same day. It reduces handoffs and makes marketing ops handoff observable at a glance.