Skip to content
Log inSign up
Templates
Create prospect record and deal from intake form

Create prospect record and deal from intake form

Your due diligence form submissions go unprocessed, leaving prospects without context in files and CRM. You get a prospect record, linked DD file, and a follow-up task for reps same day.

Create prospect record and deal from intake form

Overview

When a due diligence form is submitted, this flow eliminates manual copy/paste and guesswork for intake. Sales reps receive a linked prospect record, deal, file, and task so they can qualify and respond same day. Program coordinators keep a single, consistent source of truth for each submission.

Create prospect record and deal from intake form