Add proposal ID to deal record and create task
Add proposal ID to deal record and create task
Your updated proposals in the document repository aren't linked to CRM deals, leaving account managers without IDs or review context. Deal owners receive the ID and a review task to act same day.
Overview
When proposal files update but CRM deals aren't updated, account managers lose context and reviews stall. This flow writes the proposal reference into the matching deal and creates a review task so deal owners can act the same day.