Create new deal and task from website inquiry

Website estimate submissions arrive without a CRM record, so follow-ups get missed and opportunities stall. Create a deal and follow-up task so reps can respond the same business day.

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Overview

When prospective clients request an estimate on your site, manual entry delays follow-up and weakens conversion; this flow captures each submission as a deal and assigns a task. Sales reps and the business owner get prioritized leads and clear next steps, enabling same-day outreach and faster qualification.