Create sales pipeline row from new quote with folder
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.
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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.