Update deal with created folder and sheet links
Update deal with created folder and sheet links
Your deals often lack linked folders and quote sheets, forcing reps to search and delaying proposals. Add folder and quote links to deals so reps can find materials same day.
Overview
Remove the friction of hunting for proposal materials by attaching folder and quote links directly to deal records when a table button is clicked. Your reps and owners get immediate access to proposal files, shortening handoffs and accelerating closes same day.