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Create new client and sales card from intake form

Create new client and sales card from intake form

Your intake form responses leave client records incomplete and stall sales handoffs. It builds full client records and triage-ready sales cards so you can start outreach and schedule installs same day.

Create new client and sales card from intake form

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Overview

Manual intake creates friction between leads and installations; this flow captures each submitted form as a complete CRM contact and a prioritized sales card. Reps get triage-ready leads and advisor alerts the same day, so outreach and install scheduling start immediately.

Create new client and sales card from intake form