Create draft insertion order from partnership record now

Your partnership slates languish without a ready insertion order, leaving finance and campaign leads unprepared for approvals. It creates a draft IO with cost and dates for same-day review.

Create draft insertion order from partnership record now

Overview

Partnership slates too often sit waiting for a draft IO, slowing approvals and campaign starts. This flow automatically creates a populated draft insertion order, attaches it to the record, and marks it Draft so coordinators and finance can review the same day.

Create draft insertion order from partnership record now