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Create deal folder and task checklist for new sales

Create deal folder and task checklist for new sales

Your deal intake form often sits unprocessed, leaving required paperwork and scheduling unclear. This creates a folder, notifies staff, and starts checklist tasks so deals are ready same day.

Create deal folder and task checklist for new sales

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Overview

When intake slips through, deals stall and paperwork piles up. This flow creates a drive folder, pings the right people, and builds a full task checklist so your sales desk and finance team can finalize deals same day.

Create deal folder and task checklist for new sales