Add qualifying questions link to new deal record
Add qualifying questions link to new deal record
New deals often arrive without a prefilled qualifying form, causing reps to chase details and delay discovery. It attaches a short, prefilled questionnaire link to the deal so reps can start outreach within minutes.
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Overview
If reps must manually create and share qualifying links, discovery stalls and early outreach is inconsistent. This flow auto-generates a shortened, prefilled questionnaire URL and attaches it to each new deal so reps can gather prospect answers and begin outreach within minutes.