Attach proof files to opportunity records for deals
Attach proof files to opportunity records for deals
Your opportunity records miss proof files, causing review delays and incomplete deal folders. It links each proof to the correct opportunity so reps have one authoritative file before closing.
Overview
When proof files from your app don't land on the deal record, project managers and reps waste time hunting for context and stall handoffs. This flow attaches each proof to the right opportunity and pings the source system, giving teams one authoritative file and speeding review before close.