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Sales
New Client Intake
Enter the information once, then choose where this customer should go next.
Lead only
Save the prospect and follow up later.
Customer
Create the customer record now.
Site visit
Create the customer and schedule the walkthrough.
Estimate
Create the customer and open a draft estimate.
Name
Phone
Email
Project type
Address
How did they find you?
Site visit date/time
(optional)
Notes
Save lead