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Create client record and send 48-hour quote follow-up email

Create client record and send 48-hour quote follow-up email

Quote payments arrive without client records or reminders, delaying deposits and bookings. Capture payers as clients, add a booking row, and send a 48-hour follow-up so coordinators confirm same day.

Create client record and send 48-hour quote follow-up email

Overview

Create client record and send 48-hour quote follow-up email