Create kickoff meeting and project folder for new deal
Create kickoff meeting and project folder for new deal
Your new deal records leave site visits unscheduled and project files scattered, slowing estimator prep and delaying quotes. You get an event on the calendar and a shared project folder ready same day.
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Overview
When a new sales opportunity arrives, your reps and estimators need a coordinated starting point; this flow schedules the first-site meeting and provisions a shared project folder automatically. The result is a calendar appointment and accessible workspace ready same day, reducing prep friction and accelerating quotes.