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Create new client opportunity from inbound call leads

Create new client opportunity from inbound call leads

Inbound call leads arrive without a linked contact or opportunity, stalling campaign enrollment and follow-up. Create contact and opportunity records so intake and campaign teams can act same day.

Create new client opportunity from inbound call leads

Overview

Inbound calls that indicate new-client interest must reach your marketing systems immediately or campaign managers can't act. This flow captures qualifying calls and creates contact and opportunity records so intake and campaign teams can follow up and enroll prospects same day.

Create new client opportunity from inbound call leads