Attach tour file folder to opportunity record automatically
Attach tour file folder to opportunity record automatically
Your tour opportunities often arrive without linked trip documents or folders, creating prep delays. The flow gives project managers a linked folder and metadata on the opportunity for same-day access.
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Overview
When opportunity records lack tour documents, project teams waste time searching for files and risk missing prep deadlines. This flow guarantees each opportunity gets a standardized folder and live link on the record, giving project managers same-day access and reducing manual handoffs.