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Create document contact when deal reaches docs stage

Create document contact when deal reaches docs stage

Your deals hitting the documentation stage lack a tracked contact for file requests, stalling paperwork and closings. You get a contact created and a CRM note so document requests start same day.

Create document contact when deal reaches docs stage

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Overview

Deals that reach the documentation stage should not stall for missing contacts or manual outreach. This flow creates the document-collection contact and logs the action on the deal, so your deal owners and ops staff can request files and keep closings moving, often the same day.

Create document contact when deal reaches docs stage