Create new client records and notify intake team
Create new client records and notify intake team
Your purchase submissions lack consistent client records, stalling campaign tracking and intake handoffs. It creates spreadsheet rows and alerts intake so new clients are ready same day.
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Overview
Purchase payloads often arrive without an actionable client record, which keeps campaign managers and intake specialists from moving quickly. This flow captures each purchase into your sales and onboarding sheets and posts a clear intake summary so teams can begin onboarding the same day.