Business owners: keep client folders ready at onboarding
Business owners: keep client folders ready at onboarding
Business owners lose new client folders in records, causing onboarding delays. Provisioned folders and links update your company database and master sheet, so account teams begin onboarding quickly.
Overview
Missing shared folders stall new-client onboarding and frustrate account teams. This workflow creates your standard folder tree and writes folder URLs into your company database and master sheet, eliminating missing links so account teams begin onboarding quickly.
Notable Features
- Create standard folder structure
- Record folder links in database
- Populate master spreadsheet rows