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.

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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.