Create group intake folders from new proposal submissions
Create group intake folders from new proposal submissions
Proposal submissions for new groups often lack a prepared workspace, delaying quote assembly and document collection. It creates a standard intake folder and attachments subfolder so sales ops can collect materials same day.
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Overview
When new-group proposals come in, manually creating folders slows quote delivery and risks lost attachments. This flow builds a consistent intake folder and attachments subfolder within minutes of a qualifying submission, letting sales ops and account managers assemble materials and prepare quotes same day.