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Create opportunity folders for account teams and ops

Create opportunity folders for account teams and ops

Opportunities arrive without a standard folder, scattering proposals and signed paperwork. The flow creates a consistent opportunity folder set so account managers and admins can find files and start work same day.

Create opportunity folders for account teams and ops

Overview

Deals stall when proposals and contracts are scattered across drives. This flow creates a predictable opportunity folder structure and core subfolders so account managers and admins have documents organized and ready the same day.

Create opportunity folders for account teams and ops