Create project folders and link to deal record
Create project folders and link to deal record
Your deals often lack a project folder and consistent files at kickoff, so coordinators scramble. Create and attach a standard folder structure so teams can start work and invoice within days.
Overview
When deals advance to the scheduling stage, project setup often stalls and coordinators waste hours getting files in order. This flow creates a consistent folder structure and writes the shared link back to the deal so teams can begin work and invoice within days.