Project managers attach final sales files to opportunities
Project managers attach final sales files to opportunities
Project managers misplace finalized order files in form submissions, causing production to miss deliverables. Files attach to the opportunity's project card so production gets centralized access.
Overview
Final artwork slipping between sales and production leads to missed deliverables and extra rework for project managers. This workflow pins submitted final files to the opportunity's project card so production has one source of truth, enabling faster handoffs and dramatically reducing missed asset deliveries.
Notable Features
- Attach form files to opportunity cards
- Match submissions to opportunities by ID
- Notify production of new assets