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Create project from website inquiry form for client intake

Create project from website inquiry form for client intake

Form inquiries don't create projects, causing manual intake and delayed onboarding. Get prefilled project workspaces per submission to assign owners and schedule tasks same day.

Create project from website inquiry form for client intake

Overview

When website inquiries arrive, your team wastes time creating project workspaces and onboarding clients. This flow turns each submission into a prefilled project workspace, so program coordinators can assign owners and start work the same day.

Create project from website inquiry form for client intake