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Create transaction note with pre-filled links for contacts

Create transaction note with pre-filled links for contacts

New contacts without intake links force agents to hunt for paperwork and stall deals. Add an agent-specific note with pre-filled transaction links so setup begins same day.

Create transaction note with pre-filled links for contacts

Overview

When new leads are assigned, missing intake links slow agents and delay deal setup. This flow pins agent-specific, pre-filled transaction links into the contact record so agents and coordinators can begin paperwork the same day and avoid manual lookups.

Create transaction note with pre-filled links for contacts