Add pre-call form notes to advisor prospect deal

Your pre-call form replies aren't linked to prospect deals, leaving advisors without intake context. It adds answers to the matching deal so advisors get prep-ready context before calls.

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Overview

When intake answers aren't attached to deals, advisors start calls without context and follow-up slips. Routing each pre-call submission into the prospect's deal gives enrollment specialists immediate prep-ready notes and speeds follow-up the same day.