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Create or update deal folder and attach link

Create or update deal folder and attach link

Your deals lack a product folder for photos and collateral after a product change. Get a centralized folder and CRM link so reps and ops have materials same day.

Create or update deal folder and attach link

Overview

When a deal's product changes, reps often lack the right photos and install notes. This flow creates or rehomes a product folder and writes the link into the deal and contact record so reps and ops have materials ready same day.

Create or update deal folder and attach link