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  1. File & Folder Automation
  2. Folder Creation
  3. Auto-create lead folders

Create a new folder for lead management

Automatically organizing files by creating a dedicated folder whenever a new lead is registered or moves through your sales pipeline ensures that all related assets are neatly stored and easily accessible. This automation reduces manual setup time, prevents misplacement of documents, and maintains consistent folder structures across projects. By handling folder creation behind the scenes, teams can focus on nurturing leads instead of managing file organization.

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