Create project folder structure for new projects from deals
Create project folder structure for new projects from deals
Your deals move without project folders, forcing support to hunt for client files and delaying onboarding. Get consistent folders at stage change so coordinators can begin onboarding same day.
Overview
When deals transition into delivery, missing folders force support teams into ad hoc file hunts and slow onboarding. This flow provisions a complete project folder tree at stage change so support ops and coordinators can start onboarding same day and avoid manual setup.