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Create work request and client from new leads

Create work request and client from new leads

Inbound leads and calls arrive without client or job records, leading to missed follow-ups and delayed invoices. Leads become client records and work requests so teams can schedule same day.

Create work request and client from new leads

Overview

Turn every inbound marketing lead into a client record and a schedulable work request so sales ops and billing no longer rely on manual entry. That means fewer missed callbacks and requests ready for same-day triage and invoicing.

Create work request and client from new leads