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Create sales pipeline row from new quote with folder

New quotes often lack pipeline entries and folder links, stalling sales handoff. Coordinators receive complete pipeline rows and a project folder link same day.

Create sales pipeline row from new quote with folder

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Overview

Quotes should feed the pipeline immediately so coordinators and installers have context before scheduling. This flow turns each quote into a tracked pipeline row with customer context and a project folder link, letting teams start setup same day and cut handoff delays.

Create sales pipeline row from new quote with folder