Add order and quote links to pipeline deals
Add order and quote links to pipeline deals
Deals entering a link-creation stage often lack ready order or quote links, causing extra back-and-forth. It adds formatted order/quote URLs to the deal record so reps can send docs faster, same-day.
Overview
When deals hit the link-creation stage, reps shouldn't be building URLs by hand. This flow inserts formatted order and quote links into the deal record and advances the stage, so reps can send paperwork same day and reduce prospect friction.