Prevent misplaced client files when deals are won

Operations coordinators miss finalized client folders when won deals stay in sales storage, causing onboarding delays and billing confusion. Operations and sales begin onboarding immediately.

Overview

Misplaced client folders stall onboarding and create billing headaches for operations. This workflow moves each client's folder to a Deals Won area when a deal is marked won, eliminating file hunts so operations and sales can begin onboarding immediately.

Notable Features

Move client folders on deal win
Notify operations and sales
Keep finalized files in Deals Won