Create deal project folders from closed won opportunities
Create deal project folders from closed won opportunities
You stall delivery when closed opportunities don't create a standard project folder, delaying engineering and procurement access. It builds the client and deal folders so teams can begin work same day.
Overview
When deals move to closed won, teams often scramble to create the right folders for engineering, procurement, and accounts—delaying delivery. This flow creates a complete, branchable folder tree within minutes of close so project teams can access files and start work the same day.