Attach incoming files to matching opportunity record

Incoming submission attachments arrive unlinked to opportunities, so reps search inboxes and delay deal reviews. This attaches files to opportunities for same-day review.

Workflow preview:

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Overview

Stop reps from digging through inboxes to find submission evidence; this links emailed files directly to the right opportunity. Deal owners get attachments ready for same-day review, so pipeline reviews and close conversations stay efficient.