Add social profile search links to new deals instantly

Sales reps creating new deals lack instant contact checks, causing outreach to hit wrong profiles and stall pipeline. Adds a social search link to each deal note so reps verify before outreach.

Overview

Sales reps lose momentum when they must manually hunt for social profiles before outreach. This workflow appends a ready-to-click social-search link to every new deal note, transforming onboarding into immediate verification and reducing manual lookup delays. Expect faster contact checks and fewer misdirected outreach attempts.

Notable Features

Add social search link to deals
Format names for reliable searches
Notify deal owner on creation