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Create ROI worksheet and attach to deal record

Create ROI worksheet and attach to deal record

When deal stages advance without an ROI worksheet, your reps lack a ready financial file for proposals and client calls. Create and link the worksheet so reps have the file available the same day.

Create ROI worksheet and attach to deal record

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Overview

Deal stage changes often leave reps scrambling for financial worksheets, slowing proposals and client conversations. This flow creates a tailored ROI worksheet, stores it in your file system, and logs a note on the deal so reps have the file ready the same day.

Create ROI worksheet and attach to deal record