Keep deal attachments linked to subprojects for operations
Keep deal attachments linked to subprojects for operations
Operations coordinators miss deal attachments, leaving project teams without files and risking delivery delays. It ensures files land in subprojects so teams find documents and avoid manual transfers.
Overview
Operations coordinators lose attachments as deals progress, creating blind spots that delay delivery and cause rework. Routing deal files into the matching subproject keeps documents where work happens, eliminates manual transfers, and ensures project teams have required files for faster handoffs.
Notable Features
- Attach deal files to subprojects
- Match files to correct project
- Notify delivery teams when attached