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Create a client folder for each new lead

Create a client folder for each new lead

Your new leads often arrive without a dedicated folder for documents, delaying onboarding and increasing search time. Auto-create folders so coordinators and reps access files same day.

Create a client folder for each new lead

Overview

Leads that arrive without a folder create manual busywork and slow onboarding. This flow gives every new lead a ready folder and writes the folder link back to the lead so coordinators and reps can find paperwork and begin onboarding same day. That reduces setup delays and keeps deal files centralized.

Create a client folder for each new lead