Skip to content
Log inSign up
Templates
Create production folder and attach link to deal

Create production folder and attach link to deal

Your new deal records arrive without a project folder, blocking producers from gathering assets and delaying kickoff. Create and link a dedicated folder so production managers can start work same day.

Create production folder and attach link to deal

Overview

Deals often reach production without a shared folder or context, which stalls asset collection and client kickoff. This flow creates a dated, location-tagged folder and attaches its link to the deal so production managers can begin setup same day.

Create production folder and attach link to deal