Add issue attachment link to deal record for proposals
Add issue attachment link to deal record for proposals
Your proposal attachments live in the ticketing system and delay case handoffs. Add links to the matching deal so account and ops teams see proposal context the same day.
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Overview
When proposal files stay buried in tickets, account teams lack context and client responses slow. This flow posts attachment links into the matching deal record so account and ops see proposal artifacts within minutes, enabling faster review before client notifications.