VP of business operations: keep deal files in correct folders
VP of business operations: keep deal files in correct folders
VPs of business operations at trucking firms misfile form attachments, stalling contract review and risking shipments. This routes form attachments into deal folders so Rev Ops and sales coordinators access documents.
Overview
Lost form attachments stall contract review and put shipment schedules at risk. Routing form files directly into deal drive folders with folder creation and notifications ensures Rev Ops and sales coordinators always find documents and start review without delay.
Notable Features
- Place attachments in deal folders
- Create deal folder when missing
- Notify Rev Ops and sales