Sales ops: keep client contract folders and invoices organized
Sales ops: keep client contract folders and invoices organized
Sales ops miss contract files in an intake folder, causing billing delays. It creates client and invoices folders when a contract appears, so sales ops can locate files and begin billing.
Overview
Misfiled contracts create billing delays and frustrate sales ops. This workflow creates client folders and invoices subfolders the moment contracts arrive, removing manual filing and ensuring billing can begin without hunting for documents. Expect clearer handoffs and fewer misplaced files.
Notable Features
- Create client folder on contract publish
- Add invoices subfolder per client
- Move contract into client folder