Create a master folder structure with lead-specific folders organized by status, product type, or sales stage. Use consistent naming conventions (e.g., “Lead Name – Company”) so files are easily searchable. This makes it simple for your team to find and access documents without digging through clutter.

Yes. Google Drive allows multiple team members to edit documents, spreadsheets, and presentations simultaneously in real-time. All changes are automatically saved and visible to everyone with access, eliminating email chains and version confusion. Use comments and @mentions to assign tasks and request input.

Automation eliminates manual file creation for every lead. Instead of manually creating folders and documents, your team gets them ready automatically when a lead enters Nutshell. This frees up hours weekly for actual selling instead of administrative work, accelerating your sales cycle.

Google Workspace storage depends on your plan (typically 100GB-2TB per user). Individual files have no size limit, but total account storage does. Since files are created automatically for leads, monitor usage periodically. If storage grows too large, archive older lead files or upgrade your plan.

Yes. Google Drive includes encryption by default and supports GDPR compliance when configured properly. You control access permissions for each file and folder, ensuring only authorized team members can view or edit sensitive customer information. Use multi-factor authentication for added security.