Keep IT-managed sales deal records updated from form uploads

IT admins see outdated deal fields after sales uploads, causing reps to miss order or install info. This keeps deal records current so reps have orders, docs and install dates for accurate handoffs.

Overview

Outdated deal records make reps miss order details and stall installations, exposing pipeline risk. This workflow updates CRM deals from sales form submissions so reps always have orders, documents, and install dates, eliminating manual handoffs and delivering accurate pipeline visibility.

Notable Features

Update CRM deals on submission
Attach uploaded documents to deals
Notify reps of changed installation dates