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Create deal from pension meeting and attach products

Create deal from pension meeting and attach products

Your pension meeting notes leave prospect details trapped in activities, causing missed qualification and delayed offers. You get instant deals and attached services same day.

Create deal from pension meeting and attach products

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Overview

When an advisor logs a pension meeting, the opportunity should be captured, priced, and ready for outreach without manual entry. This flow converts meeting notes into a populated deal, attaches the correct service packages, and gets reps to follow up the same day.

Create deal from pension meeting and attach products