Attach shortened intake URL to deal record for owners

You can't distribute intake forms quickly when deals lack a single shareable link, delaying seller outreach. Adding a shortened client intake URL to the deal speeds capture and handoff same day.

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Overview

When intake links are missing from deal records, reps waste time recreating and sharing forms. This flow automatically generates and attaches a compact intake URL to the deal so account managers can collect onboarding details the same day and reduce manual handoffs.