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Create opportunity contract folders and add standard sales collateral

Create opportunity contract folders and add standard sales collateral

Your opportunity records lack a dedicated folder, so reps hunt for pitch decks and pricing. You get a pre-populated account folder with standard decks and pricing so reps can prep before calls.

Create opportunity contract folders and add standard sales collateral

Overview

Handing reps a ready, account-specific folder eliminates frantic last-minute searches and keeps deal momentum. This links core decks and pricing to each opportunity so reps have materials within minutes and can focus on the next call.

Create opportunity contract folders and add standard sales collateral