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Create new deal folder and link to CRM

Create new deal folder and link to CRM

New deals arrive without a shared project folder, leaving delivery engineers missing artifacts and context. A folder is created and linked to the deal so handoffs finish reliably same day.

Create new deal folder and link to CRM

Overview

When deal handoffs lack a predictable workspace, delivery teams waste time locating artifacts and onboarding stalls. This flow creates a standardized folder and links it to the deal so account managers and delivery engineers can begin work same day and avoid stalled starts.

Create new deal folder and link to CRM