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Create CRM deal notes from uploaded candidate documents

Create CRM deal notes from uploaded candidate documents

Your candidate or deal document uploads aren't recorded in CRM notes, leaving reps without file context for outreach. Add a linked note to the deal so reps see uploaded materials and act same day.

Create CRM deal notes from uploaded candidate documents

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Overview

When documents land in your collections without CRM context, reps waste time hunting for files and outreach stalls. This flow writes a linked note to the deal and pings the team so account managers and recruiters see materials and act the same day.

Create CRM deal notes from uploaded candidate documents