Project managers get ready client folders when deals close

Project managers missing fast folder setup lose onboarding momentum and delay kickoffs. Create standardized client folders and add share links in the CRM so project managers can start onboarding.

Overview

Project managers lose onboarding momentum when folders are created manually, delaying kickoffs and frustrating clients. This workflow creates standardized client folders and writes share links back to the CRM, eliminating manual setup so project managers begin onboarding with a ready workspace. Expect smoother handoffs and no manual folder creation.

Notable Features

Create standardized client folders
Attach folder share links to CRM
Notify project managers with link