Create deal intake file and folder when deal wins
Create deal intake file and folder when deal wins
Your won deals lack intake files and folders, delaying project kickoff and causing manual work. It creates intake docs and folders so coordinators can start onboarding same day.
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Overview
Manual folder and intake creation slows handoffs between sales and delivery and creates busywork for coordinators. This flow auto-creates client and deal folders and a populated intake document when a deal wins, so project teams can begin onboarding same day and avoid admin delays.