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Create deal folder and attach to CRM record

Create deal folder and attach to CRM record

When deal stages advance without a folder, your launch assets and agreements get scattered and teams waste time finding files. Get a standard client folder and CRM link so campaigns start same day.

Create deal folder and attach to CRM record

Overview

Deals that move into onboarding need a predictable file home, or campaign managers waste hours hunting for agreements and assets. This flow creates a standardized client folder, attaches it to the deal record, and launches follow-up tasks so teams can start campaign setup same day.

Create deal folder and attach to CRM record