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Create new client and update lead tracker row

Create new client and update lead tracker row

Trial-purchase opportunities arrive without lead rows or client records, creating assignment gaps. Create or update studio client records and sync lead rows so teams onboard trials same day.

Create new client and update lead tracker row

Overview

When prospects advance to the trial-purchase stage, missing client records and blank tracker rows cause handoff delays and missed starts. This flow fills the studio client system and lead tracker automatically so marketing ops and studio managers can assign and onboard those trials the same day.

Create new client and update lead tracker row