Keep operations and account files updated with lead photos

Operations coordinators miss photos in comments, leaving customer records incomplete and handoffs messy. Route comment photos into the correct customer folder so ops and account teams have timely visual evidence.

Overview

Missing comment photos break handoffs and expose accounts to incomplete records. This workflow files comment photos into the right customer folder and links them to the lead, reducing lost images and giving ops and account owners reliable visual evidence and faster handoffs.

Notable Features

Route comment photos to folders
Name files with timestamp and lead
Notify ops and account owners