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Create staging client folders from new CRM opportunity

Create staging client folders from new CRM opportunity

Your staging deals lack a standard client folder, scattering files and slowing sales-to-design handoffs. You get an organized folder structure and a tracker update for each qualifying deal, ready same day.

Create staging client folders from new CRM opportunity

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Overview

When staging deals hit your CRM, inconsistent folders stall onboarding and waste designer time. This flow provisions a complete client folder hierarchy and updates your project tracker automatically so coordinators can begin work same day.

Create staging client folders from new CRM opportunity