Keep operations coordinators' deal folders archived after won

Operations coordinators leave won deal folders active, creating clutter and missed handoffs. Move folders to archive and flag CRM so ops and account teams keep accurate records.

Overview

Won deals left in active storage create clutter and unclear handoffs for operations coordinators. This workflow moves deal folders to archive and flags the CRM record so ops and account teams maintain accurate, auditable records and avoid manual archival work. Teams see faster handoffs and far fewer missed archival follow-ups.

Notable Features

Move deal folders to archive
Flag CRM deal as archived
Notify ops and account teams