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Create deal folder structure when opportunity is marked won

Create deal folder structure when opportunity is marked won

Your won opportunities lack a consistent file home, causing misplaced attachments and slow handoffs to delivery. This creates a standard folder set so coordinators can start onboarding same day.

Create deal folder structure when opportunity is marked won

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Overview

Manual folder setup after a close creates delays and misplaced contracts that slow onboarding. This creates a consistent folder structure automatically when a deal is marked won, giving sales ops and delivery teams organized access within minutes for same-day handoff.

Create deal folder structure when opportunity is marked won