Move opportunity files into the account project folder
Move opportunity files into the account project folder
Your opportunity files pile in temporary folders and break project handoffs for research engagements. It moves files into the account project folder and updates records for same-day access.
Workflow preview:
Zap details:
Overview
Misfiled opportunity folders stall research kickoff and slow downstream billing and delivery. This workflow centralizes opportunity assets into the account project folder and updates CRM links so program coordinators and admins get same-day access and cleaner handoffs.