Attach completed PDFs to CRM and create activities
Attach completed PDFs to CRM and create activities
Your completed client documents often lack CRM context, delaying carrier submissions and next-step follow-up. Attach PDFs and create CRM activities so project coordinators begin processing same day.
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Overview
Completed client forms frequently land without CRM context and slow down carrier submissions. This flow converts each signed document into a CRM activity with the PDF attached and routes faxes when needed, so project coordinators can process the file same day and keep enrollments moving.