Attach deal files to project subrecords on submission
Attach deal files to project subrecords on submission
Your deal files stay in CRM and don't reach project records, delaying fulfillment. It links each deal file to the matching project record so coordinators have paperwork ready same day.
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Overview
Missing deal paperwork stalls project kickoffs and creates manual rework. This flow moves every CRM file into the linked project record so coordinators see needed documents at handoff, ready the same day.