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Create new sales deal and schedule call task

Create new sales deal and schedule call task

Your website quote requests arrive without CRM records, leaving reps without contact context or next steps. Capture requests as deals and schedule a callback for reps to complete within 24 hours.

Create new sales deal and schedule call task

Overview

Incoming web quote requests often never reach your pipeline with actionable context. This flow converts each submission into a person and open deal, notifies the local branch, and sets a 24-hour call so reps have a clear next step within a day.

Create new sales deal and schedule call task