Create deal folder, sheet row, and CRM lead
Create deal folder, sheet row, and CRM lead
Your ad leads arrive without organized folders or tracking rows, leaving campaign managers searching for assets and contacts. Get a folder, copied proposal, and sheet row so outreach can start same day.
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Overview
When ad leads arrive without folders or asset links, campaign managers waste time hunting for context and delays outreach. This flow creates a deal folder, copies a proposal, logs a sheet row, and seeds CRM notes so outreach can begin same day.