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Create deal asset folder and attach link to deal

Create deal asset folder and attach link to deal

Your deals lack attached creative assets when stages change, delaying campaign prep. The workflow creates a deal folder and adds its link to the deal so campaign managers can access assets same day.

Create deal asset folder and attach link to deal

Overview

When deals move stages without attached creative, campaign readiness stalls and teams scramble to find assets. This flow creates a deal folder and writes the share link back to the deal so campaign managers and marketing ops have materials available immediately, reducing handoff friction and enabling same-day access.

Create deal asset folder and attach link to deal