Attach paystubs to CRM opportunities for recertification now

Your recertification form uploads do not reach the matching opportunity, delaying eligibility checks. Attachments are added to the opportunity so coordinators and billing staff process cases same day.

Overview

When submitted paystubs never make it onto the related opportunity, eligibility checks and billing stall and coordinators spend time chasing files. This flow attaches uploaded paystubs to the matching opportunity and advances only qualifying recertifications, letting program coordinators and billing staff close reviews the same day.