Attach signed IRA documents to CRM and notify reps
Attach signed IRA documents to CRM and notify reps
Signed IRA PDFs live outside CRM, forcing reps to search manually and delaying funding. It attaches signed PDFs to the matching lead and alerts owners so paperwork is actionable within minutes.
Overview
Signed IRA paperwork often sits disconnected from CRM and slows deal progression; reps waste time searching for PDFs. This workflow attaches completed documents to the right lead, updates status, and pings owners so paperwork moves to funding within minutes.