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Create intake task when deal advances to intake

Create intake task when deal advances to intake

You lose intake context when deals change stage, leaving coordinators without contact, address, or insurance details. Create a task populated with key fields so coordinators can triage same day.

Create intake task when deal advances to intake

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Overview

Deal-stage changes often arrive without the context coordinators need, stalling onboarding and increasing manual handoffs. This flow turns each intake-stage deal into a fully populated task so program coordinators can triage and begin onboarding the same day.

Create intake task when deal advances to intake