Create resource library entries from new records instantly
Create resource library entries from new records instantly
Your resource records scatter when entries aren't centralized, leaving consultants without reliable references for proposals. Keep resources searchable and current so consultants can use them same day.
Overview
If your consultants hunt for scattered references, proposals slow and accuracy suffers. This flow centralizes new resource records into a single lookup table and flags originals, so consultants have reliable references available same day.