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Create CRM records and alert teams for new files

Create CRM records and alert teams for new files

Your LRAR and procedure files land in the shared drive untriaged, creating manual follow-up and ownership gaps. They get logged to CRM and emailed to coordinators the same day for prompt processing.

Create CRM records and alert teams for new files

Overview

Stop letting procedure and LRAR files sit untriaged in your shared drive; this flow logs each new file into your CRM and notifies the right coordinators so work begins the same day. It creates an auditable intake trail and speeds up handoffs for operations.

Create CRM records and alert teams for new files