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Templates
Create match deck and attach to deal record

Create match deck and attach to deal record

Your deal submissions lack tailored pitch decks, leaving account teams unprepared for buyer outreach. It creates a template match deck and posts the link to the deal for same-day outreach.

Create match deck and attach to deal record

Overview

Remove manual deck creation from deal handoffs so account teams always have buyer-ready materials. The process generates a templated match deck and attaches a shareable link to the deal record, enabling reps to act with same-day materials.

Create match deck and attach to deal record