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Create opportunity folder and notify sales & placements

Create opportunity folder and notify sales & placements

Your quote forms often arrive without a shared folder, causing manual folder creation and document chase. This creates a central folder so teams can upload docs and complete quotes same day.

Create opportunity folder and notify sales & placements

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Overview

Quote requests frequently stall while folders are created and documents are chased; this flow creates a named opportunity folder and emails sales plus placements with the link. That removes manual steps and gets client files collected the same day so quotes progress faster.

Create opportunity folder and notify sales & placements