Help sales reps flag deals when bank statements arrive

Sales reps miss bank-statement emails in crowded inboxes, stalling deal verification. This flags the deal when a bank-statement PDF lands, so reps can verify and progress opportunities.

Overview

Missed bank statements stall deal verification and create pipeline drag. This workflow flags deals the moment a bank-statement PDF arrives and routes that context to the assigned rep, removing verification bottlenecks so opportunities keep moving. Sales teams report fewer stalled verifications and clearer next steps for reps.

Notable Features

Flag deals when PDF arrives
Attach email copy to deal
Notify assigned sales rep