Project managers create PO folders and attach assets
Project managers create PO folders and attach assets
Project managers lose finalized order assets when sales forms don't create PO folders, causing production delays. This creates PO folders and attaches mockups so production and sales access assets within minutes.
Overview
Project managers risk fulfillment delays when finalized order assets aren't routed to production. This workflow creates PO-named folders, uploads mockups, and links them to the Opportunity so production and sales always find the right assets, eliminating handoff friction and reducing rework.
Notable Features
- Create PO-named cloud folders
- Upload mockups and artwork
- Link folders to Opportunity records