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Create sales opportunity from advice request and assign owner

Create sales opportunity from advice request and assign owner

Your advice requests arrive without structured CRM records, leaving reps without contact details or booking context. Create a deal, person record, and note so your booking team can follow up same day.

Create sales opportunity from advice request and assign owner

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Overview

Inbound advice requests often stall when contact creation and deal entry are manual, delaying bookings and clarity. This workflow captures each submission as a deal, person, and note so your booking team can act and founders see pipeline movement same day.

Create sales opportunity from advice request and assign owner