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Create new client deal and note from receptionist messages

Create new client deal and note from receptionist messages

You get client intake messages from your receptionist with little structured context, causing intake gaps. It creates a CRM deal and intake note so coordinators can start onboarding same day.

Create new client deal and note from receptionist messages

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Overview

Receptionist intake messages are often unstructured, which creates intake gaps and scheduling delays. Converting those messages into CRM deals with attached intake notes preserves client context and lets coordinators begin onboarding the same day.

Create new client deal and note from receptionist messages