Attach signed enrollment PDF and update deal status
Attach signed enrollment PDF and update deal status
Signed enrollment agreements arrive without deal or contact links, leaving PDFs unlinked. They get attached to the matching opportunity and contact so teams have signed records same day.
Overview
Signed enrollment PDFs often sit disconnected from CRM records and slow billing and outreach. This flow links each signed agreement to the right contact and opportunity and adds the signer to the enrollment list so sales and program coordinators have signed paperwork same day.