Create project folder and company record from deal
Create project folder and company record from deal
Your deals entering proposal or closing often lack a linked company or matter, misplacing files and stalling kickoff. This creates the company and project folder so managers can begin work same day.
Overview
Deals moving into proposal or closing often require an immediate project workspace, but manual folder creation slows kickoff and risks misplaced files. This flow provisions the external company entry and a standardized project folder so account and project managers can access files and begin work the same day, eliminating administrative delay.