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Create client folder and attach link to deal record

Create client folder and attach link to deal record

New deals arrive without a shared client folder, forcing manual setup and slowing handoffs. It creates the folder, shares access, and adds the link to the deal so teams can start same day.

Create client folder and attach link to deal record

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Overview

When new deals lack a central folder, onboarding stalls and files get scattered. This flow provisions a client folder and writes a shareable link to the deal record so account managers can begin work same day.

Create client folder and attach link to deal record