Add sent document recipients to CRM lead records
Add sent document recipients to CRM lead records
You send contracts and proposals that lack linked CRM contacts, causing reps to miss context and delay outreach. This attaches contact details and the document link so reps can follow up same day.
Overview
When contracts and proposals go out, recipient details should flow straight into CRM so reps never start blind. This flow captures contact info and the document link into lead records, giving sales immediate context for same-day follow-up.