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For Sales ops: capture vendor attachments to shared drive

For Sales ops: capture vendor attachments to shared drive

Sales ops miss vendor attachments in labeled inboxes, delaying quotes and blocking handoffs. Attachments land in a shared drive so sales ops access vendor documents quickly.

For Sales ops: capture vendor attachments to shared drive

Overview

Vendor attachments stuck in inboxes stall quote processing and create handoff friction for sales ops. This workflow funnels vendor files into a shared drive and alerts Sales Ops, eliminating manual file handling and preventing lost documents so reps can act faster.

Notable Features

  • Save vendor attachments to folder
  • Organize files by vendor label
  • Notify sales ops on new files

For Sales ops: capture vendor attachments to shared drive