Create endorsement contract link and note on lead records
Create endorsement contract link and note on lead records
Your endorsement records in the CRM often lack a consistent contract link, causing reps to chase versions and delay approvals. Add a single short contract link to the lead for clear access same day.
Overview
Endorsement activities without a single contract link slow reps and create versioning risk. This flow auto-builds a consistent contract URL, shortens it, updates the lead, and logs a note so reps have one link for same-day review and outreach.