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Create project deal and folder from signed email

Create project deal and folder from signed email

Your signed contract emails leave projects unstarted and folders missing, delaying crew assignments and billing. Create the client folder and deal record so work can start same day.

Create project deal and folder from signed email

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Overview

Signed contracts often sit in an inbox while projects stall—this workflow turns each contract email into a client folder and a deal record automatically. Project coordinators and billing get the files they need so crews can mobilize same day.

Create project deal and folder from signed email