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Create creative task and folder from sales activity

Create creative task and folder from sales activity

Your sales activity entries without creative handoffs delay asset prep and leave briefs incomplete. Create assigned tasks with a shared folder and links so creatives can start work same day.

Create creative task and folder from sales activity

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Overview

When sales flags a lead for creative work, the handoff needs to be immediate and complete; this builds the folder, task, and alert automatically so creatives get full context. That means fewer last-minute scrambles and the team can begin production the same day.

Create creative task and folder from sales activity