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Create new CRM deal and contact from form

Create new CRM deal and contact from form

Your post-evaluation submissions aren't added to pipeline; intake coordinators lose contact context. Follow-up happens same day by creating a person, deal, and completed intake task.

Create new CRM deal and contact from form

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Overview

When post-evaluation forms aren't captured in the CRM, intake stalls and ownership is unclear. This flow logs each submission as a contact and deal and records a completed intake task so intake coordinators can follow up same day.

Create new CRM deal and contact from form