Keep deal documents organized and accessible for business owners
Keep deal documents organized and accessible for business owners
Business owners see deals stall when reps create orders without folders, causing misplaced contracts. Create client and nested deal folders on new orders so reps save documents correctly.
Overview
Scattered deal documents slow closings and create handoff friction for business owners. This workflow creates a client folder and nested deal folder when an order is recorded, eliminating misplaced contracts and enabling immediate access so reps can hand off work confidently. Teams report faster handoffs and fewer misplaced files.
Notable Features
- Create client and deal folders
- Attach folder links to deal records
- Notify assigned sales rep with link