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Create standardized deal folders and link to CRM

Create standardized deal folders and link to CRM

Your deal records miss a consistent filing location, scattering proposals and photos across shared storage. It creates a structured folder and inserts a CRM link so owners find files same day.

Create standardized deal folders and link to CRM

Overview

Deals without a predictable file location slow reps and risk lost proposals at handoff. This creates a consistent folder structure and pins the Drive link to the deal, so sales ops and account owners can find all assets same day.

Create standardized deal folders and link to CRM