Create customer project folders when deals enter install stage
Create customer project folders when deals enter install stage
Your install-ready deals lack structured project folders, delaying technician prep. Create a customer folder and add the shared CRM link so teams can start same day.
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Overview
Deals moved to the install stage often stall because project folders and documents aren't ready for crews. This flow creates a named customer folder, provisions standard subfolders, and posts the link to the deal so project managers and technicians can start work the same day.