Add completed sale to client folder and sheet

Your completed sale call often leaves paperwork scattered, delaying onboarding and compliance. It creates a client folder, logs a sales row, and updates the CRM so files are ready same day.

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Overview

Closed deals should trigger paperwork, not backlogs—this flow turns a call result into a client folder, spreadsheet row, and CRM link automatically. That means operations and compliance can start processing the sale and onboarding the client the same day.