Update CRM deal records from image-only form submissions
Update CRM deal records from image-only form submissions
Your deal records miss uploaded photos and flags when a review form submits only images, leaving reps without visual context and slowing qualification. It attaches images and flags deals for review so reps have full context same day.
Overview
Image-only review forms often leave deals without visual context and slow down qualification. This flow attaches uploaded photos and flags the deal and contact so reps have full context same day, reducing follow-up friction.