Research analysts: Move held deal folders to archive
Research analysts: Move held deal folders to archive
Research analysts watch inactive deal folders crowd the active drive, causing misfiled models and analysis delays. Move held projects to an archived drive so analysts find only current documents.
Overview
Research analysts lose productive time when held deals remain in the active drive, risking misfiled models and analysis delays. This workflow routes held or need-to-pass deal folders into an archived drive, keeping active folders accurate and eliminating confusion. Teams report clearer handoffs and fewer misfiled documents after implementing this kind of process.
Notable Features
- Move folders when status changes
- Find company folder automatically
- Notify operations and analysts of moves