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Create shared client folder and attach to contact

Create shared client folder and attach to contact

Your new client contacts lack shared file folders, so reps can't find documents during prep. You get a shared, editable folder linked to the contact for immediate access within minutes.

Create shared client folder and attach to contact

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Overview

When new client records launch, reps often wait on shared folders and lose outreach momentum. This flow auto-creates a shared, editable folder and pins its link to the contact record, so reps get access within minutes and can act immediately.

Create shared client folder and attach to contact