Create proposal deals from lead records and notify managers

Your enquiry table creates lead rows without owners or proposals, causing slow outreach and missed opportunities. It creates proposal-ready deals and notifies managers so contacts are reached same day.

Overview

As a business owner, you need leads to convert into proposals without manual handoffs. This flow turns new enquiry rows into proposal-ready client records, alerts your ops team, and logs the lead so a manager can contact prospects the same day. That reduces manual triage and speeds first contact ahead of the next business day.