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Create a new customer folder for onboarding tasks

Create a new customer folder for onboarding tasks

Your new customers arrive without folders, leaving onboarding files scattered and slowing handoffs. Create a named customer folder automatically so your CS and onboarding teams find files the same day.

Create a new customer folder for onboarding tasks

Overview

New account intake should not require manual folder setup. This flow creates a named folder the moment a customer is added, so onboarding coordinators and CS managers can find required files within minutes and complete handoffs the same day.

Create a new customer folder for onboarding tasks