Attach new project folder link to deal record

You lose time when deal records lack linked project folders and reps must hunt for files. The workflow adds the folder link to the deal so teams can start work same day.

Overview

Deals often ship without linked project folders, forcing reps and operations to search for files and delaying kickoff; this ties the newly created folder directly to the deal. Account executives and coordinators get instant access to materials so work can begin the same day.