Create standardized customer and account folders from deals
Create standardized customer and account folders from deals
New deal records often lack a standard folder, scattering customer and account files. It creates standardized folders so operations and billing have organized access same day.
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Overview
When deals are created without a standard folder, files get scattered and billing slips through the cracks. This flow creates paired customer and accounting folders from each deal so operations and billing have organized access and can begin work the same day.