Update lead record with signed document and status
Update lead record with signed document and status
Your leads lack attached signed documents and status updates, leaving reps without context and delaying outreach. Attach the signed PDF and mark the record so reps can follow up the same day.
Overview
When signed intake PDFs don't land on a lead record, reps waste time hunting for context and miss follow-up windows. This flow attaches the signed PDF and flips the lead status so ops and sales see completed leads immediately, enabling same-day outreach and smoother billing.