Create new lead card in BrokerEngine from Close when opportunity is marked as won

Create a new lead card in BrokerEngine when an opportunity in Close is marked as won, ensuring all relevant applicant details are captured and organized for follow-up, leading to faster onboarding and improved sales tracking.

Create new lead card in BrokerEngine from Close when opportunity is marked as won

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Overview

Create a new lead card in BrokerEngine when an opportunity in Close is marked as won, ensuring all relevant applicant details are captured and organized for follow-up, leading to faster onboarding and improved sales tracking.

Create new lead card in BrokerEngine from Close when opportunity is marked as won