Sales ops get instant client folders linked to CRM

Sales ops miss shared folders for new contacts, causing document delays that stall deals. This creates a contact folder and writes the link to the CRM, so sales reps can share organized docs now.

Overview

Missing client folders delay deals and force reps into manual setup. This workflow lets sales ops provision contact folders and attach share links to CRM records, so reps always have organized files immediately and manual steps are eliminated.

Notable Features

Create contact-specific shared folders
Record folder link on CRM
Grant access to sales reps