Attach deal files to project item for approvals
Attach deal files to project item for approvals
Deal attachments often live in the CRM instead of the project item, slowing approvals and analysis. Attachments are added to the item so stakeholders can review files same day.
Overview
When deal files sit only in the CRM, approvals and data prep stall; this flow brings those attachments into the corresponding project item so reviewers have everything in one place. Teams see attachments on the item within minutes, enabling same-day review and analysis.