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Create new lead and account from form response

Create new lead and account from form response

Your registration form entries lack eligibility context, leaving reps unprepared for outreach. Leads and accounts are created with plan eligibility so follow-up happens same day.

Create new lead and account from form response

Overview

Registrations without eligibility context make reps spend time qualifying before they can sell. This flow creates the person and account, applies plan eligibility and referral tags, and surfaces a follow-up activity so reps can begin outreach same day.

Create new lead and account from form response