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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

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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