Attach incoming electrical reports to CRM deal records
Attach incoming electrical reports to CRM deal records
You get electrical PDFs in FTP with no job context, causing misplaced files and slow handoffs. Your project team can access the report in the deal and job folder same day.
Overview
Incoming electrical reports often land in FTP with no link to the deal, stalling bid prep and handoffs. This flow finds the matching deal, uploads the PDF into the job folder, and attaches it to the CRM record so project managers and estimators can access reports same day.