Sales ops: deliver field JSA appendices to project clients
Sales ops: deliver field JSA appendices to project clients
Sales ops miss attachments from field JSA emails, leaving clients without site records. So the client receives the JSA with site and serial details, ensuring coordinators get required safety docs.
Overview
Missing JSA appendices leaves projects and client relationships exposed and forces coordinators to chase documents. This workflow ensures every JSA appendix reaches the correct client with site and serial details, preventing missed attachments and letting coordinators proceed with work and compliance documentation in hand.
Notable Features
- Extract site and serial details
- Email JSA appendix to client
- Attach file to project record