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.
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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.