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Add document status label to deal cards for faster follow-up

Add document status label to deal cards for faster follow-up

Your deal cards frequently miss document status, causing duplicate outreach and stalled funding. Labeled cards show documents delivered so coordinators can progress deals the same day.

Add document status label to deal cards for faster follow-up

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Overview

When document receipts aren't visible on deal records, coordinators duplicate requests and slow funding. This flow tags the matching deal card with a document-status label automatically so teams see progress and can move deals forward the same day.

Add document status label to deal cards for faster follow-up