Keep business owners' opportunity files in one shared folder

Business owners lose deals when opportunity attachments stay hidden in the CRM, causing missed handoffs. Copy updated opportunity files to a shared folder so sales reps and ops can access them.

Overview

Deals stall when reps hunt for attachments and approvals get delayed. This workflow ensures every opportunity file lands in a shared folder so sales reps and operations always have the latest materials, eliminating manual transfers and reducing lost attachments.

Notable Features

Create opportunity folders automatically
Copy updated attachments to shared folder
Alert sales reps and operations