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Create customer photo folder and attach to event

Create customer photo folder and attach to event

Your sales events lack a photo folder and log, so field crews return with scattered media and reps lack visit notes. You get a named folder and photo-log linked for same-day follow-up.

Create customer photo folder and attach to event

Overview

When reps show up without organized photo evidence, jobs stall and billing slips. This flow creates a named customer folder, copies a photo-log template, and links it to the calendar event so reps and ops can close visits same day.

Create customer photo folder and attach to event