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Create transaction links note for new assigned contacts

Create transaction links note for new assigned contacts

New contact records lack transaction links, forcing agents to message prospects and delaying deal setup. Add a CRM note with transaction-start links so agents can begin intake same day.

Create transaction links note for new assigned contacts

Overview

When new leads arrive without starter links, agents waste time chasing paperwork and deals stall. This flow inserts transaction-start links as a CRM note on the new contact so agents can begin intake same day and reduce manual outreach.

Create transaction links note for new assigned contacts