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Create pipeline deal folder and attach link to record

Create pipeline deal folder and attach link to record

Deal records lack a shared folder when reaching pipeline stages, so documents and handoffs scatter. Create and link a shared folder to the deal record so reps and ops access files the same day.

Create pipeline deal folder and attach link to record

Overview

When deals advance in your pipeline, missing folders fragment documents and slow reps. This flow creates a named folder and pushes the link into the deal record so reps and ops have one authoritative file location, available the same day.

Create pipeline deal folder and attach link to record