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Create client folder structure when lead status updates

Create client folder structure when lead status updates

You miss client folders when a lead status changes, scattering onboarding and billing files. Automatically create a standard folder tree so files stay organized and accessible the same day.

Create client folder structure when lead status updates

Overview

Manual folder setup stalls onboarding and forces coordinators to hunt for documents; this flow provisions a consistent client folder tree the moment a status flips. That gives onboarding and billing teams a ready workspace and shared file locations the same day.

Create client folder structure when lead status updates