Create client company folder and link to CRM
Create client company folder and link to CRM
Your new company records often lack a standard file home, causing handoffs and document access to stall. Create the folder tree and add the folder link to the company record for immediate onboarding.
Overview
New client records without a consistent file home slow down onboarding and create friction between sales and delivery. This workflow provisions a complete folder tree and writes the folder link back to the company record so project managers and account coordinators can start work the same day.