Update project records when deal folder or channel is added
Update project records when deal folder or channel is added
Your deals often get a drive folder or team channel after close, leaving project trackers incomplete and onboarding stalled. Keep the project record current so account teams can start work same day.
Overview
Deals often gain a folder or team channel after close, and incomplete handoffs slow account teams. This flow keeps your project tracker aligned to deal properties so Sales Ops and account managers can start client work the same day.