Congratulations! You have successfully closed and won your opportunity! However, you've noticed that the files associated with the opportunity, such as the signed contract document or quote document, are not being transferred to the account. Fortunately, you're in luck because with this Swantide Workflow, you can now easily promote the files you have on the opportunity to the corresponding account level. This means that all your important documentation will be readily accessible and visible alongside the customer's information.

By enabling the "Upload Opportunity Files to Account on Closed Won Opportunities" workflow for closed and won opportunities, any files that were attached to the opportunity will automatically be created and linked to the account. Say goodbye to the hassle of searching for which opportunity a specific contract file was attached to. Now, you can conveniently access all the relevant information directly at the account level.