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Create deal folders and copy templates to storage

Create deal folders and copy templates to storage

Your social deals open with no folder or notes, leaving campaign managers scrambling for assets. Get templated folders and docs linked on the deal record so teams can start work same day.

Create deal folders and copy templates to storage

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Overview

Deals classified for social campaigns often start without a shared folder or notes, costing hours to assemble assets. This flow creates the parent and external folders, copies meeting and campaign templates, and writes links back to the deal so campaign managers and marketing ops can begin execution the same day. You remove manual prep and surface the assets directly on the CRM record ahead of launch.

Create deal folders and copy templates to storage