Create deal folder and link to CRM record
Create deal folder and link to CRM record
Your procurement records lack a central folder, causing approval delays and unclear document ownership. Get a linked folder for each new record so stakeholders can access files same day.
Overview
When new procurement or project records are created, teams often waste time creating folders and hunting for files. This flow creates a shared folder and links it to the record automatically, giving program coordinators immediate access and reducing document retrieval time same day.