Create CRM procedure records from new drive files
Create CRM procedure records from new drive files
Your shared drive property files arrive untriaged, leaving procedural documents unseen. This creates CRM records and alerts coordinators so items are processed same day.
Overview
Files dropped into your property drive stop vanishing into untriaged folders—each procedure or registered-letter document becomes a CRM record and triggers an email alert within minutes. Coordinators see new items and can act the same day, cutting backlog and speeding follow-up.