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Create prospect folder automatically from new client booking

Create prospect folder automatically from new client booking

Client bookings often arrive without a file, scattering intake and delaying documents. Create a prospect folder automatically so intake staff can collect documents and begin onboarding same day.

Create prospect folder automatically from new client booking

Overview

When a prospect schedules a meeting, ensure intake has a ready file folder so documents aren't scattered and onboarding can start without delay. This converts booking signals into organized prospect records that your team can action same day.

Create prospect folder automatically from new client booking