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Website form leads show up as quotes on the order board

When a family fills out the contact form on our website, I want that lead to land in MonuDesk as a quote in the quotes section of our order board, instead of sitting in an inbox someone has to remember to check.

From there my team can follow up, set a reminder and turn it into an order without retyping anything. It should connect to the follow-up reminders so no lead slips through.

Status: Completed

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