Update deal with booking and consent document link
Update deal with booking and consent document link
Your bookings sometimes lack linked consent documents and product context, leaving reps unprepared. Get deals updated so reps and coordinators have the context they need before meetings.
Overview
When bookings arrive without consent links or product context, reps spend time chasing paperwork and miss prep for meetings. This flow enriches deals with booking, product, and consent context automatically so reps and coordinators are ready and compliant before the meeting.