Create and link client folder to contact record
Create and link client folder to contact record
Your client contact records arrive without a linked file folder, delaying advisors from accessing necessary onboarding documents. The workflow creates a centralized client folder and links it to the contact record within minutes.
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Overview
When onboarding data arrives without an attached file location, advisors and campaign managers lose time hunting for documents. This flow creates a client folder and links it directly to the contact record automatically, giving advisors immediate access within minutes.