Keep sales ops ready with standardized deal folders

Sales ops lose deal files on new opportunities, risking slow contract review. Create standardized deal folders on new opportunities so reps and ops find contracts.

Overview

Deal documents get lost when opportunities open, causing stalled contract review and extra work for sales ops. This workflow creates consistent deal folders at opportunity creation, removing manual file hunts so reps and ops access proposals and contracts reliably for faster handoffs and fewer missed follow-ups.

Notable Features

Create standardized deal folder
Exclude renewals from creation
Attach folder link to opportunity record