Create lead card from new agency contact for sales intake
Create lead card from new agency contact for sales intake
When new client records hit your CRM, intake queues lack context and assignments, causing follow-up gaps. You receive a named lead card with DOB and checklist so outreach happens same day.
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Overview
New client records arrive constantly; without consistent intake they become missed opportunities. This flow converts each new CRM contact into a named intake card with DOB and a checklist, so producers and coordinators can start outreach same day.