Keep sales reps' deal documents in one folder

Sales reps add pipeline items while deal files scatter across drives, stalling deals. Create a folder per deal so reps find contracts and keep negotiations moving.

Overview

Scattered deal files slow down reps and stall negotiations. This workflow creates and links a dedicated folder to each pipeline item, eliminating manual folder setup so reps find contracts instantly and handoffs are cleaner.

Notable Features

Create folder for each deal
Attach folder link to deal record
Notify assigned rep with link