Business owners: create and link project folders on deal close
Business owners: create and link project folders on deal close
Business owners find completed deals missing project folders, forcing ops and account teams to hunt for files. So ops and account teams start setup with centralized files and no missing documentation.
Overview
Missed project folders stall onboarding and force operations to hunt for files. This workflow ties each closed deal to a dedicated folder and writes the folder link back to the CRM, enabling faster handoffs and fewer missing documents.
Notable Features
- Create project folder on deal close
- Write folder ID to CRM record
- Notify ops and account teams