Attach signed consent PDF and update the deal record

Unsigned consent forms disconnected from deals leave reps without verified paperwork and stall placements. Benefit: signed PDFs and consent flags are added to deals for same-day processing.

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Overview

When signed consent forms land outside your CRM, reps waste time chasing paperwork and placements stall. This flow links the signed PDF to the deal, sets consent flags, and opens follow-up tickets when needed so reps can progress deals same day.