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Create commercial client folders and link to account

Create commercial client folders and link to account

When account updates don't create client folders, documents end up scattered and teams waste time. You get a standard folder tree with account links so delivery and sales ops can find files same day.

Create commercial client folders and link to account

Overview

Missing client folders slow delivery and force teams to hunt for files. This flow creates the folder tree and writes live links back to the account so delivery managers and sales ops can find documents and act same day.

Create commercial client folders and link to account