Update CRM inspection record with report and links
Update CRM inspection record with report and links
Your pre-check submissions often lack CRM links or protocol PDFs, causing order association gaps. It attaches the protocol PDF and image links to the CRM record so sales ops can reconcile orders.
Overview
When pre-check forms land without CRM context, orders slip and sales ops spends time reconciling. This flow attaches the protocol PDF, images, and SharePoint links to the CRM protocol record so sales ops can triage and reconcile orders same day. It reduces manual lookups and speeds order-to-fulfillment handoff.