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Create customer drive folder when deal moves to won

Create customer drive folder when deal moves to won

Your won deals without a client folder stall onboarding and scatter deliverables across shared drives. Create consistent client folders so onboarding and CSMs can start the same day.

Create customer drive folder when deal moves to won

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Overview

When deals close, missing client folders slow onboarding and force CSMs to hunt for templates. This flow guarantees a standardized workspace the moment a qualifying deal is marked won, so onboarding and kickoff tasks start the same day with the right files available.

Create customer drive folder when deal moves to won