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Assign team trial link to company record and mark used

Assign team trial link to company record and mark used

Your pipeline entries lack trial links, causing provisioning delays and stopping reps from starting trials. Links are added to the company record and marked used so reps can begin trials same day.

Assign team trial link to company record and mark used

Overview

Manual provisioning of trial links eats time and risks double assignments; sales ops needs a reliable way to allocate access. This flow attaches available trial links to company records and marks them used, so reps can begin trials the same day and avoid provisioning conflicts.

Assign team trial link to company record and mark used