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Create country folder for deal when stage changes

Create country folder for deal when stage changes

You lose context when deal documents are scattered after a stage change, slowing approvals and handoffs. This creates a country-level folder and links it to the deal for immediate access within minutes.

Create country folder for deal when stage changes

Overview

Scattered deal files slow approvals and frustrate deal owners; this workflow enforces a predictable, country-based folder structure the moment a deal advances. IT can deploy it quickly so sales operations and deal owners gain immediate access to deal documents within minutes.

Create country folder for deal when stage changes