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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

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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