Create standardized client folder set for new opportunities
Create standardized client folder set for new opportunities
Your opportunity records lack a standard folder structure, leading to misplaced files and slower intake. It creates a complete folder set so your intake team can file materials the same day.
Overview
Manual folder creation wastes intake time and causes misfiled documents; this flow builds a full folder hierarchy and returns the link to the record. Practice managers and intake staff get a predictable place to file and can begin work the same day.