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Create sales deal and contact from incoming leads

Create sales deal and contact from incoming leads

Your incoming leads often arrive unstructured, stalling advisor follow-up and quote preparation. We create contact and deal records and compute age so advisors can act same day.

Create sales deal and contact from incoming leads

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Overview

Leads coming in from brokers or web forms often arrive as messy payloads and sit unentered. This flow turns each submission into a contact and deal with age calculated so advisors can start outreach and quoting the same day. It reduces manual setup and gets opportunities into the pipeline for immediate next steps.

Create sales deal and contact from incoming leads