Keep sales reps armed with the latest pitch deck links

Sales reps using stale pitch decks risk stalled deals and lost momentum. This workflow attaches new deck links to matching pipeline records, ensuring reps open current materials before meetings.

Overview

Stale pitch decks cost deals and erode rep confidence. By automatically attaching new deck links to pipeline records and notifying deal owners, reps enter meetings with the right materials and avoid prep confusion. The result is smoother handoffs, fewer last-minute searches, and clearer deal momentum.

Notable Features

Attach new deck links to records
Notify assigned sales rep instantly
Add version tag to record