Upload completed handover PDF and link to sales record
Upload completed handover PDF and link to sales record
Your completed handover documents arrive unlinked to sales records, delaying shift transitions and follow-ups. It attaches the PDF to the record so store managers see the file same day.
Overview
When handover PDFs sit unlinked, store managers and shift coordinators waste time chasing files and operations slow down. This flow attaches completed PDFs to the corresponding sales record so teams find the right file same day and handovers proceed without manual hunting.