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Create new sales opportunity from client intake form

Create new sales opportunity from client intake form

Your intake form submissions for tax services can sit unprocessed, delaying outreach and proposal creation. The workflow captures prospects and creates an opportunity so outreach starts same day.

Create new sales opportunity from client intake form

Overview

Intake forms are a primary source of new tax clients; when they aren't processed quickly you miss critical contact windows. This flow captures each submission as a prospect and creates an opportunity so advisors can begin outreach the same day.

Create new sales opportunity from client intake form