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Create transaction loop and add contract link to deal

Create transaction loop and add contract link to deal

Your deals advance without a transaction folder, forcing manual file creation and delaying coordinator handoffs. You get the folder link on the deal, letting coordinators start onboarding same day.

Create transaction loop and add contract link to deal

Overview

When a deal moves into a transaction stage, creating the folder and attaching its link avoids manual file setup and prevents handoff delays. Project managers and transaction coordinators get immediate access to contract materials so onboarding can start the same day.

Create transaction loop and add contract link to deal