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Create deal folder structure and link to record

Create deal folder structure and link to record

Your scheduled deals don't have a standard folder, causing scattered files and prep delays. It creates subfolders and links them to the deal so reps can prep ahead of appointments.

Create deal folder structure and link to record

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Overview

Manual folder setup slows reps and fragments deal materials; this ties a ready drive folder and starter subfolders to each scheduled deal automatically. The rep or coordinator receives a linked folder in the CRM within minutes, eliminating last-minute file hunting before appointments.

Create deal folder structure and link to record