Create testing report files from new lead records
Create testing report files from new lead records
Your lead records include testing report links scattered across entries, forcing reps to search for attachments. It moves those files into the prospect Drive folder for same-day review.
Overview
When testing reports live only as scattered links, reps waste time hunting attachments and deals slow down. This flow centralizes each report into the prospect's shared folder so reps get immediate access for same-day qualification and cleaner handoffs.