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Create client reservation record and file completed documents

Create client reservation record and file completed documents

Completed reservation documents arrive without a central record, so coordinators hunt for IDs and bank proof. You get a CRM reservation record with PDFs filed in a client folder fast.

Create client reservation record and file completed documents

Overview

Signed reservation packets routinely land in inboxes and slow down coordinators and billing. This flow files every completed document into a client folder and creates a CRM reservation record, so operations has complete paperwork visible within minutes.

Create client reservation record and file completed documents