Attach incoming pitch decks to matching company records
Attach incoming pitch decks to matching company records
Your inbound pitch decks aren't linked to pipeline records, so deal reps lack meeting context and prep slows. Link each new file to the correct company record for immediate context before review.
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Overview
When pitch decks land in an inbound folder, reps often scramble to find the right version at review time. This flow links each new file to the matching pipeline record so deal managers have the right materials within minutes before meetings.