Keep engineering aligned with client folders on new deals

Engineers get deals without client folders, causing onboarding delays and misplaced documents. Linking a client folder to new deals gives sales and delivery instant access, so onboarding starts quickly.

Overview

Deals stall when engineers lack a central client folder—project kickoffs slip and documents get lost. This workflow creates and links a client folder to every new deal so sales and delivery get instant access, eliminating lost documents and enabling faster handoffs; teams report faster response times.

Notable Features

Create client folder on deal
Attach folder link to deal
Notify sales and delivery instantly