Create new client lead card and tracker record
Create new client lead card and tracker record
New client records in your agency CRM don't create visible tasks, so intake misses follow-up and onboarding steps. The flow creates a task card and central record so teams can start outreach same day.
Overview
When new prospects enter your agency CRM they need an immediate, visible task and a tracking row or intake stalls. This flow creates a task card and central record so intake coordinators and producers can begin outreach and onboarding the same day.