Attach completed measurement files to CRM deal records
Attach completed measurement files to CRM deal records
Your completed jobs often miss measurement attachments, forcing reps and engineers to chase files and delaying quotes. It attaches PDFs and ESX to deal records so teams have files same day.
Overview
When measurement files don't arrive in the deal record, quotes stall and engineers lack the scope they need. This flow pulls PDFs and ESX as jobs complete and attaches them to the corresponding deal, giving reps and project engineers file access same day.