Add feedback form link to deal when stage changes
Add feedback form link to deal when stage changes
When deals move to your event-ready stage, deal records lack feedback links and outreach stalls. Attach a short feedback form link to the deal so coordinators and reps can follow up same day.
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Overview
When deals hit the event-ready stage, teams often lack a fast way to collect attendee feedback and follow up with context. This writes a short, pre-populated feedback-form link directly to the deal so coordinators and reps can gather responses and act the same day.