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Create project folder and budget from CRM opportunity

Create project folder and budget from CRM opportunity

You create opportunities without a project folder, which stalls data intake and budgeting. Receive a ready folder with budget and SOW templates linked in CRM so teams can start same day.

Create project folder and budget from CRM opportunity

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Overview

Manual folder setup stretches scoping timelines and pulls analysts away from high-value work; this flow removes that friction by creating a ready Drive workspace and copying budget and SOW templates. With links written back to the opportunity, analytics and project teams can access materials and begin work same day.

Create project folder and budget from CRM opportunity