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Create sales deal from inquiry contacts and link ticket

Create sales deal from inquiry contacts and link ticket

Inquiry contacts arrive with no deal or ticket, leaving reps without context and delaying outreach. It creates and links a deal and ticket so teams can act within minutes.

Create sales deal from inquiry contacts and link ticket

Overview

Inbound inquiries should become tracked opportunities, not stand-alone records that stall follow-up. This flow creates a deal and links the submitting contact and any related ticket so reps and coordinators get full context and can act within minutes.

Create sales deal from inquiry contacts and link ticket