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Create first meeting event and project folder set

Create first meeting event and project folder set

Your renovation deals arrive without a scheduled site meeting or project folder, which delays estimates. You get a calendar invite and prepared project folder so site visits are scheduled same day.

Create first meeting event and project folder set

Overview

Deals stall when meetings and project files aren't created quickly, leaving estimators underprepared. This flow converts a new deal into a scheduled site visit and a shared project folder so sales ops and estimators can prepare and run estimates same day.

Create first meeting event and project folder set