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Create client feedback report and attach to deal

Create client feedback report and attach to deal

Your post-training feedback attachments land in inboxes as scanned OCR files, leaving responses unprocessed and delaying program coordinator review. Reports are generated and linked to the deal for same-day review.

Create client feedback report and attach to deal

Overview

Scanned feedback sitting in inboxes blocks timely action by program coordinators; this flow turns each attachment into a client-ready PDF and pins it to the right deal. Owners get an accessible report link on the record so they can review feedback within minutes and follow up same day.

Create client feedback report and attach to deal