Attach client report PDFs to result records in CRM
Attach client report PDFs to result records in CRM
Your assessment PDFs land in a shared drive without CRM links, leaving result records incomplete. Link reports to result records so coordinators and billing staff can find paperwork same day.
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Overview
When assessment PDFs sit in a drive without CRM links, coordinators and billing waste time finding paperwork. This flow attaches each new report to the correct result record and flags missing records so paperwork is available same day.