IT: attach offer payment links to matching deals

IT sees offer files added with no deal context, so reps can't send payment links. This flow creates payment links and pins them to matching deals so reps send accurate payment and promo details.

Overview

When offer files land in shared drives without deal context, sales reps waste time hunting for payment details and deals can stall. This workflow ensures every offer generates a payment link pinned to the matching deal, letting reps deliver accurate payment and promo details and preventing stalled opportunities.

Notable Features

Generate payment links from offers
Attach links as pinned deal notes
Notify sales reps with deal links