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Create new client and lead from intake submission

Create new client and lead from intake submission

Intake submissions lack contact details, causing manual entry delays and lost onboarding context. It creates a marketing contact and training client so coordinators can start onboarding same day.

Create new client and lead from intake submission

Overview

Manual intake creates friction between sales and onboarding; this flow captures each submission as both a marketing contact and a training client record. Coordinators get complete records and can begin onboarding same day, eliminating intake backlog.

Create new client and lead from intake submission