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Create deal folder and starter docs for leads

Create deal folder and starter docs for leads

Your qualifying leads lack a shared folder and ready proposal slides, making reps recreate materials before outreach. Get a pre-created folder with copied slides and notes linked to the lead for rep prep same day.

Create deal folder and starter docs for leads

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Overview

When a qualifying activity marks a lead as high-value, this flow creates a centralized folder and drops in proposal and slide templates so reps stop scrambling for assets. The lead record gets the folder link immediately, so reps are prepared the same day.

Create deal folder and starter docs for leads