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Create project and customer folder from new contact

Create project and customer folder from new contact

New contact records arrive without a project workspace, leaving reps without a customer folder for estimates. Provision a project, folder, and owner notification so reps can start quoting same day.

Create project and customer folder from new contact

Overview

When new leads enter your contact list, reps often waste time creating project entries and folders manually. This flow provisions the project record, a shared job folder, and an owner notification so reps can begin quoting the same day and avoid setup delays.

Create project and customer folder from new contact