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Update opportunity and attach signed IO to CRM

Update opportunity and attach signed IO to CRM

Your ad sales spreadsheet rows missing signed IOs leave opportunities incomplete and stall campaign setup. Signed IOs get attached and opportunity stages advanced so campaign teams can begin setup same day.

Update opportunity and attach signed IO to CRM

Overview

Unsigned or unfiled insertion orders often stall campaign launches and create blind spots for finance reconciliation. This flow attaches the signed IO, advances the Opportunity to the contract stage, and notifies ops so campaign managers can begin setup the same day.

Update opportunity and attach signed IO to CRM