Attach shortened intake and work order links to new deals
Attach shortened intake and work order links to new deals
New deals often arrive without intake or work order links, forcing reps to request documents. This puts shortened form links on the deal so reps and ops can begin outreach same day.
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Overview
Deals without ready intake or work order links force reps to pause and chase paperwork. This flow creates shortened, shareable form links and pins them to the deal so reps and operations can start outreach and job setup same day.