Link platform review items to corresponding closed deal records
Link platform review items to corresponding closed deal records
Your platform review items lack deal context, so managers can't prioritize follow-up or estimate resource needs. Linked deal context appears on the review, letting planners triage same day.
Overview
When review items arrive without deal links, your planners spend time hunting records and risk slowing grant preparation. This flow attaches the correct closed-deal context to each review so resource planners can triage and assign work the same day, keeping grant timelines on track.