Move closed-lost project folders into the Closed-Lost archive

When opportunities go Closed Lost, your project folders can remain in active drives and cause handoff delays. It archives them to a closed folder so operations see only active projects same day.

Move closed-lost project folders into the Closed-Lost archive

Overview

Orphaned project folders after Closed Lost deals create billing friction and slow handoffs. This flow automatically moves those folders into a closed archive, so project coordinators and ops see only active work and housekeeping is completed same day.

Move closed-lost project folders into the Closed-Lost archive