Update deal stage and attach ID to record
Update deal stage and attach ID to record
Your ID uploads arrive unlinked to contacts or deals, so reps lack verification and paperwork. Files are OCR-processed, stored in shared drive, and the contact and deal are updated same day.
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Overview
Incoming identity uploads frequently stall deals because reps must hunt for files and verification. This flow attaches the original and OCR copy, verifies identity text, and advances the deal so reps can act on clean, documented records same day. If OCR can't verify, the system routes the item for manual review and notifies the right inbox.