Project managers: keep deal folders linked to CRM
Project managers: keep deal folders linked to CRM
Project managers lose deal documents at handoff, causing delayed kickoffs and scope confusion. Assign a Drive folder per deal and store its CRM link so project teams start work without hunting files.
Overview
Project managers risk delayed kickoffs and scope confusion when deal documents are scattered. This workflow ensures every deal has a shared Drive folder and a CRM link, eliminating manual setup so project teams have immediate access to files and faster handoffs.
Notable Features
- Create deal folders in Drive
- Add folder link to CRM record
- Notify project managers with link