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Create deal asset folder and attach to deal

Create deal asset folder and attach to deal

Your deals move stages without an asset folder, so reps and marketers waste time locating collateral. Save organized assets on the deal record for immediate access within minutes.

Create deal asset folder and attach to deal

Overview

Deals that advance to production stages often leave reps scrambling for the right creative, delaying launches. This flow creates a named asset folder and pins its link to the deal so teams access collateral and start campaigns within minutes.

Create deal asset folder and attach to deal