Move deal folders when pipeline stage changes to archive
Move deal folders when pipeline stage changes to archive
Your deal folders fall out of sync with pipeline stages, causing misplaced proposals and delayed handoffs. It keeps files organized so sales ops and reps can find the right folder the same day.
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Overview
When pipeline stages change, the files that live with those deals need to follow—otherwise reps waste time and audits become messy. This flow keeps cloud folders aligned with CRM stages so sales ops and reps find the correct materials the same day.