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Create meeting packet for each qualified deal meeting

Create meeting packet for each qualified deal meeting

Your deal setter date changes leave coaches scrambling for a client packet and meeting context. The workflow creates a dated meeting packet for qualified deals so staff can prep same day.

Create meeting packet for each qualified deal meeting

Overview

When a prospect moves to a qualified stage, coaches need materials and client context immediately. This flow creates and names a dated meeting packet within minutes of the setter date change so program coordinators can prep and run sessions same day.

Create meeting packet for each qualified deal meeting