Create project creative and strategy folders and register link
Create project creative and strategy folders and register link
Your project record lacks a standard creative and strategy folder tree, so files get scattered and handoffs stall. Folders and CRM links are created automatically, enabling access the same day.
Overview
When project intake lacks consistent storage, creative and strategy teams lose time and context. This flow provisions a standard folder tree and records the links in your CRM automatically, so teams get file access the same day and handoffs speed up.