Keep engineers and sales aligned with client folder links

Engineers misplace deal documents when folders aren't added to CRM, stalling handoffs. So sales and ops get centralized document access, enabling smoother handoffs.

Overview

Missing client documents stall handoffs between sales and engineering and threaten delivery timelines. This workflow ensures every deal record has an accessible client-folder link, eliminating lost files and enabling centralized access so handoffs happen smoothly; teams report fewer manual follow-ups.

Notable Features

Create client folder per deal
Attach short folder link to deal
Notify stakeholders with folder link