Ensure sales reps have intake forms on new contacts
Ensure sales reps have intake forms on new contacts
Sales reps adding new contacts miss the right intake form, causing stalled outreach and lost deals. Attach listing and buyer form links to contacts so agents include correct forms on first outreach.
Overview
Sales reps lose momentum when intake forms aren't attached to new contacts. This workflow ensures every new contact record contains the correct listing or buyer intake links, eliminating forgotten forms and enabling first outreach to include the right intake — resulting in faster handoffs and zero missed follow-ups.
Notable Features
- Attach custom form links to contacts
- Route correct intake link by contact type
- Flag records missing intake form links