Add submitted docs to client folder and update deal
Add submitted docs to client folder and update deal
Your form submissions contain unorganized client documents, leaving deal records incomplete. It stores files in a client folder and updates the deal record so onboarding and billing can act same day.
Overview
When client documents aren't attached to deals, onboarding and billing waste time chasing files and account openings are delayed. This flow files submissions into a shared client folder and updates the deal record so coordinators and billing can act same day.