Update lead status and store signed agreement PDF
Update lead status and store signed agreement PDF
Signed rep agreements and lead records go out of sync when document events aren't captured. File the signed PDF and update the lead record so sales and analysts see current status same day.
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Overview
Stop stale lead records and lost agreements from degrading pipeline accuracy. This flow captures signing events, files the signed PDF in a per-lead folder, and updates CRM status so sales and analytics teams have reliable records same day. That clarity speeds handoffs and reporting.