Attach signed contract and update CRM for energy customers
Attach signed contract and update CRM for energy customers
Completed contracts aren't attached to customer records, causing manual uploads and billing delays. This links PDFs to CRM and shared drive so teams can act the same day.
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Overview
Signed contracts frequently sit outside customer records, creating manual work and billing delays; this flow links each signed PDF to the correct customer record and shared folder. Sales reps and billing staff receive a complete record and processing email the same day, speeding submissions and reducing follow-ups.