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Create cooperation folders and send share link to contact

Create cooperation folders and send share link to contact

Your cooperation deals miss a centralized folder, blocking partner access to content and insights. Create the folder, attach its link to the deal, and notify contacts same day.

Create cooperation folders and send share link to contact

Overview

When a deal moves into cooperation, automatically provision a shared folder, attach its link to the deal record, and notify partners—so kickoff materials are available without manual setup. Partnership managers get access same day and your CRM retains the link for traceability.

Create cooperation folders and send share link to contact