Create deal relationships to partner company and contacts
Create deal relationships to partner company and contacts
Your referral payloads arrive unlinked to deals, leaving reps without partner contact context. Link company and contacts to the deal so reps have partner context same day.
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Overview
When referral payloads arrive unlinked, reps waste time tracking partner contacts and lose outreach momentum. This flow ties the company and up to three contacts to the deal automatically, giving reps partner context within minutes so outreach happens with full context same day.