Attach submitted financial projections to intake record in CRM
Attach submitted financial projections to intake record in CRM
Your intake responses include financial projections that aren't saved with submissions, forcing manual searches and review delays. It saves the uploaded file to the intake record so marketing ops can find it same day.
Overview
Intake submissions with separated or missing attachments force marketing ops into manual searches and slow campaign reviews. This flow captures uploaded financial projections, uploads them to the CRM, and links them to the intake row so campaign managers can access files same day and keep review timelines on track.