Create client document folder and update CRM deal
Create client document folder and update CRM deal
Your new client tasks arrive without a shared folder, stalling onboarding. It creates a client folder, copies templates, and adds a CRM link so files are ready before meetings.
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Overview
If client onboarding starts with missing folders, advisers waste time hunting for documents and handoffs stall. This flow creates a standardized client folder, copies your templates, and pins the link into both the task and CRM so project managers and advisers have files ready the same day. The result is faster, cleaner onboarding and fewer missed deliverables before the first client meeting.