Attach sent invoice or proposal to lead record
Attach sent invoice or proposal to lead record
Your sent invoices and proposals arrive without CRM context, leaving reps without the document or follow-up cues. Reps get context and can act on the record the same day.
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Overview
When invoices and proposals leave your document system without CRM linkage, reps spend time hunting for copies and miss timely next steps. This flow uploads the sent PDF to a shared sales folder and appends a clear, timestamped note to the lead so account executives can follow up the same day.