Founder: Link deal folders to CRM for renewable projects

Founder in renewable electricity loses deal files and stalls handoffs, risking site mobilization. Create and link a project folder per CRM deal so sales and ops access files fast.

Overview

Deal momentum stalls when files are scattered across inboxes and drives. This workflow guarantees every CRM deal gets a linked project folder, eliminating manual folder creation and giving sales and operations immediate access to deal documents so handoffs happen faster.

Notable Features

Create project folder per deal
Attach folder link to CRM record
Notify sales and operations