Create customer project and drive folder for deals
Create customer project and drive folder for deals
New deals without a project folder leave site teams and billing missing context. It creates a project, structured drive folders, and links them to the deal for faster handoffs same day.
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Overview
When deals move to intake, missing project folders delay site prep and invoicing; this flow provisions a project workspace and drive folders and writes the link back to the deal. The result: ops and billing have the right files and context available same day, so handoffs happen without manual setup.