Deliver deal folders to sales reps when stage changes
Deliver deal folders to sales reps when stage changes
Sales reps lose time finding files when deals move into evaluation or diligence, risking stalled closes. Attach a dedicated deal folder to each record so reps access docs instantly.
Overview
Missing deal documents stall closes and frustrate buyers. This workflow creates and links a dedicated folder when a deal enters evaluation so sales reps have documents ready, yielding faster handoffs and fewer retrieval delays.
Notable Features
- Create deal-specific document folders
- Attach folder link to records
- Notify owner when folder created