Create pre-approval letter from flagged deal thread quickly
Create pre-approval letter from flagged deal thread quickly
Flagged deal messages trigger manual record searches and delay responses to pre-approval requests. It creates a templated letter and posts the link to the deal thread so documents are ready that day.
Overview
When a rep flags a deal for pre-approval, this flow auto-builds the letter and attaches it to the deal thread so owners stop hunting for records. That means sales ops and deal owners can deliver required documents to reseller partners the same day.