Engineering sales reps see onboarding form links in deals

Sales reps miss agent form links on IT services deals, stalling project onboarding and creating extra follow-ups. This workflow adds the agent form link to new deals so reps begin onboarding without manual edits.

Overview

Missing agent form links on IT services deals stalls project onboarding and forces reps into manual follow-ups. This workflow guarantees every new deal contains the agent information form link, transforming handoffs so reps begin onboarding without manual field edits and reducing missed follow-ups.

Notable Features

Add agent form link to deals
Populate deal custom field with link
Notify sales reps when ready