Project managers keep invoice links on commission deals
Project managers keep invoice links on commission deals
Project managers miss invoice files in shared drives, creating gaps in commission records. Attach shortened links to deals so sales and commission teams access invoices without manual lookup.
Overview
Missing invoice links create payout headaches and risk commission errors for project managers. This workflow ensures every invoice file surfaces on the right deal as a shortened link, eliminating manual lookups and protecting payout accuracy. Teams benefit from faster handoffs and fewer lookup errors.
Notable Features
- Detect new invoice files by name
- Shorten and format file links
- Attach links to corresponding deals