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Create project folder and link to deal record

Create project folder and link to deal record

Your project intake lacks a folder, leaving deals without a linked workspace and delaying handoffs. It creates the folder and saves its link on the deal so coordinators can start work same day.

Create project folder and link to deal record

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Overview

When intake payloads don't create a workspace, coordinators waste time setting up folders and deals stall. This flow creates a standardized project folder and writes the link back to the deal, letting coordinators begin work same day and removing manual handoffs.

Create project folder and link to deal record