Ops coordinators keep client banners in enablement, archive

Ops coordinators misplace banner files during onboarding, leaving account reps without sales assets. This copies banners to sales and searchable archive folders so reps always have the assets they need.

Overview

Missing banner assets delay client handoffs and force account reps into manual searches. This workflow guarantees every onboarding banner is copied into the client sales-enable folder and a searchable archive, removing missing assets and smoothing handoffs. Operations leaders get consistent asset availability and fewer manual follow-ups.

Notable Features

Copy banner files to folders
Create searchable archive records
Notify account reps of uploads