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Create project folder and attach link to deal record

Create project folder and attach link to deal record

Deals often lack a shared asset folder, making reps and campaign managers duplicate files and lose context. Create and link a folder to each deal so teams access materials consistently same day.

Create project folder and attach link to deal record

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Overview

When deals lack a linked folder, campaign managers and reps waste time hunting for materials and risk inconsistent messaging. This flow creates a dedicated folder and writes the link to the deal record so teams find assets instantly and can prepare collateral the same day.

Create project folder and attach link to deal record