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Create structured job folder and update project deal record

Create structured job folder and update project deal record

Qualified deals lack a job folder, leaving estimates and photos scattered and delaying kickoff. Get a numbered job folder and CRM link added so coordinators can start tasks same day.

Create structured job folder and update project deal record

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Overview

When qualified deals move forward, teams spend hours creating folders and hunting documents, which delays project starts. This flow provisions a numbered job folder, seeds standard subfolders, and writes the folder link to the deal so coordinators can begin work the same day.

Create structured job folder and update project deal record