Mark opportunity NDA signed and attach document link
Mark opportunity NDA signed and attach document link
Signed NDAs often arrive without CRM context, leaving opportunities unlabeled and reps unsure of next steps. It links the signed file to the opportunity and updates status so reps can act same day.
Overview
When NDAs complete, reps shouldn't waste time hunting for signed files or stall deals. This flow attaches the signed NDA to the correct opportunity and updates its status so sales leadership can see compliant deals and reps can move them forward the same day.