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Attach inventory PDFs to deals for sales reps before audit

Attach inventory PDFs to deals for sales reps before audit

Your inventory PDFs land in a shared folder uncategorized, causing missing attachments on deal records and delayed closings. Sales reps receive correct deal attachments so pipeline reviews and audits finish before the next billing run.

Attach inventory PDFs to deals for sales reps before audit

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Attach inventory PDFs to deals for sales reps before audit