Marketing ops: create deal sales folders and attach links
Marketing ops: create deal sales folders and attach links
Marketing ops lose sales assets when deals hit Designed, causing stalled handoffs and rework. It adds a folder link to the deal so reps and marketing ops have the right assets.
Overview
Missing sales materials when deals reach Designed stalls momentum and forces marketing ops into manual setup. This workflow ensures every Designed deal has a ready folder link on the record, enabling sales reps and marketing ops to collaborate faster with no manual folder creation.
Notable Features
- Create deal folders on stage change
- Attach folder link to deal record
- Notify sales reps and marketing ops