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Update deal and move project folder to owner

Update deal and move project folder to owner

Your deal records and project folders fall out of sync when owners change, leaving reps without files and slowing response. Keep records and folders aligned so new owners find files same day.

Update deal and move project folder to owner

Overview

Deal owner changes often leave documents stranded and force manual handoffs, slowing client response. This flow keeps CRM owner folder links current and triggers a folder move so new owners can access files the same day.

Update deal and move project folder to owner