Add transaction initiation links to new contact notes
Add transaction initiation links to new contact notes
New contacts arrive without intake links, forcing agents to build form URLs and delaying deal setup. This adds clickable initiation links to the contact note so agents can start transactions the same day.
Overview
New leads without intake links force agents to assemble forms and slow deal momentum. This puts clickable, prefilled intake links directly on the contact note so agents can launch transactions the same day and reduce setup friction.