Business owners keep client folders linked to won deals
Business owners keep client folders linked to won deals
Business owners lose momentum when won deals lack a client folder, causing onboarding delays. Created folders attach to the deal so account managers access files immediately.
Overview
Won deals stall when files aren't ready and manual folder setup delays onboarding. This workflow creates a client folder and pins its link to the deal record, ensuring account managers access files immediately and onboarding handoffs happen without missing documents.
Notable Features
- Create client folder on win
- Attach folder link to deal record
- Notify account managers with link