Give sales reps a ready lead folder in Drive

Sales reps lose prospect documents when contacts are added manually, stalling follow-up. A shared-drive folder is created for each lead, so reps start outreach faster and avoid misplaced files.

Overview

Scattered prospect files stall outreach and cost deals for sales reps. Creating a ready shared-drive folder for every new contact links documents to CRM records, ensuring faster handoffs, zero missed follow-ups, and far fewer manual file searches.

Notable Features

Create lead folders in shared drive
Attach contact details to each folder
Notify assigned sales rep to review