Keep training contract records current for sales reps

Sales reps at training firms miss signed contracts from external signing webhooks, creating stalled enrollments. This flow updates CRM with contract status, timestamp, and PDF so sales can act promptly.

Overview

Training firms risk stalled enrollments and messy case records when signed contracts don't land in the CRM. This workflow captures signed PDFs, stamps them with a timestamp, and updates lead and case records so sales reps and intake coordinators can follow up promptly and avoid missing contract evidence.

Notable Features

Update CRM lead and case
Attach signed PDF to record
Add contract status and timestamp