Trucking CEOs: Attach driver graduation PDFs to leads

CEOs miss driver training checklists in lead records, causing onboarding gaps and stalled closes. Attach completed PDFs to lead records so sales and ops have full student files and faster handoffs.

Overview

Missing driver graduation PDFs create onboarding friction and put closures at risk. This workflow attaches every completed checklist to the lead so sales and operations have complete student files, eliminating missing documentation and helping response times drop dramatically.

Notable Features

Attach completed PDFs to leads
Notify sales reps and ops
Store checklists in central drive