Overview
In Dazos CRM, you can bypass the Leads module and create an Intake Opportunity directly — without first creating a Lead and converting it. However, an Intake Opportunity cannot exist on its own. It must always be tied to a parent Account record. This guide walks you through starting the intake process directly from the Accounts module.
Before You Begin
You must have an active Dazos CRM login with access to the Accounts module.
If your team wants to streamline the Account creation form, an Admin can configure Quick Create fields for the Accounts module (see the Tips section below).
Steps
Navigate to the Accounts module using the left-hand navigation panel in Dazos CRM.
Click + Add Account to begin creating the patient's Account record. This record anchors the client's profile in the system and is required before an Intake Opportunity can be added.
Fill in the required Account fields and save the record. If Quick Create fields have been configured for your team, you will only need to complete those key fields (for example: client name, primary contact name, phone number, referral source, and sales stage).
Once the Account is saved, open the Account record. From here, you can immediately add and track an Intake Opportunity directly inside that record — no Lead creation or conversion is needed.
Verification / Expected Result
After completing these steps, you will have a new Account record in Dazos CRM with an Intake Opportunity linked to it. The intake workflow proceeds from within the Account record, bypassing the Leads module entirely.
Tips & Notes
💡 Why does an Account need to be created first? Within the Dazos CRM system architecture, an Intake Opportunity cannot exist independently. It must always be tied to a parent Account record. The Account serves as the client's profile anchor in the system.
💡 Quick Create fields: Admins can configure which fields appear in the Quick Create form for the Accounts module. Recommended fields to include for intake workflows are:
Client's first and last name
Primary contact's first and last name
Phone number
Referral source
Sales stage
⚠️ Note: If you do not see the + Add Account button or cannot access the Accounts module, contact your CRM Administrator to confirm your permissions.