Create and rename project folders from deal updates
Create and rename project folders from deal updates
Your deal stage updates don't rename or move project folders, leaving files misfiled and coordinators unclear on next steps. This creates properly named folders so coordinators can start work same day.
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Overview
Deals that advance to delivery stages often leave project folders misnamed or in the wrong location, slowing kickoff. This flow builds normalized folder names and triggers a move workflow so coordinators receive handoff-ready folders the same day.