Construction owners: attach signed contracts to lead tasks quickly
Construction owners: attach signed contracts to lead tasks quickly
Construction owners lose signed contracts when completed documents pile in inboxes, delaying project starts. Attach completed contracts to matching lead tasks so owners locate signatures quickly and advance deals.
Overview
Signed contracts hidden in inboxes delay project starts and create payment risk for construction owners. This workflow ensures every completed contract is attached to the right lead task, so owners always find signatures and push prospects forward. Expect faster handoffs, zero missed follow-ups, and a clear audit trail for each job.
Notable Features
- Attach completed contracts to tasks
- Search leads by client email
- Notify owner when attachment added