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Create deal folder and attach link to CRM record

Create deal folder and attach link to CRM record

Your deal records lack a standard project folder, causing handoffs to stall. It creates a folder and links it to the deal so project managers have files available same day.

Create deal folder and attach link to CRM record

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Overview

When deals move into your handoff pipeline, missing folders delay work and waste hours. This flow creates and links a deal folder automatically so project managers and implementation coordinators can gather documents and start onboarding same day.

Create deal folder and attach link to CRM record