Skip to content
Assign sequential deal IDs and link attachments to deals

Assign sequential deal IDs and link attachments to deals

New deals often lack a consistent reference and linked files, leaving quotes and build teams without context. Add sequential IDs and project file links so ops and sales can act same day.

Assign sequential deal IDs and link attachments to deals

Workflow preview:

Zap details:

Assign sequential deal IDs and link attachments to deals