Create proposal-ready lead and tracker from website inquiry

Website enquiries arrive without owner or proposal context, delaying client care outreach. It logs a proposal-ready client and tracker so managers can qualify and assign ownership same day.

Overview

New website enquiries often land without proposal context or an assigned owner, slowing follow-up and costing momentum. This flow creates a proposal-ready client record and tracking row automatically, so your client care and sales owners can qualify and assign ownership the same day.