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Create deal record and call subitem from application form

Create deal record and call subitem from application form

Application responses aren't added to Deals, leaving reps without prospect context and missed calls. Captures and updates deal records with a call subitem for same-day follow-up.

Create deal record and call subitem from application form

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Overview

As a business owner you need every applicant captured reliably into your deals workflow so reps have full prospect context. This records or updates deals and adds a call subitem with survey answers, letting reps follow up the same day and cut manual data entry.

Create deal record and call subitem from application form