Give sales ops consistent deal folders with links

Sales ops find deal records missing files, causing stalled handoffs. Create a standard folder per deal and attach its link to the deal record so reps and ops access files in real time.

Overview

Scattered deal documents create delays and risk lost revenue during handoffs. This workflow creates a consistent folder per deal and pins its link to the CRM record, eliminating file hunting and improving collaboration. Sales ops teams report faster handoffs and fewer missing attachments.

Notable Features

Create standardized folder structure per deal
Attach folder links to deal records
Set permissions for sales access