Keep sales reps' deal folders linked to opportunities

Sales reps adding opportunities lose deal files across drives, causing stalled handoffs. This creates a shared folder and attaches its link to the opportunity so reps access files quickly.

Overview

Scattered deal documents stall handoffs and let opportunities slip. Linking a shared folder to every opportunity ensures reps always find necessary files, enabling faster handoffs and fewer missed follow-ups.

Notable Features

Create shared deal folders automatically
Attach folder link to opportunity
Notify assigned sales rep with link