Update deals when sessional documents complete with PDF
Update deals when sessional documents complete with PDF
Your sessional documents complete but remain unlinked to deals, leaving campaign managers without signed proof. It attaches the signed PDF and updates deal fields so marketing ops can act the same day.
Overview
Signed sessional documents should be visible on the corresponding deal immediately, not buried in inboxes. This flow attaches the signed PDF and advances the deal stage so marketing ops and campaign managers can report and follow up the same day.