Insert buyer form short link into partnership record
Insert buyer form short link into partnership record
Your buyer form emails hide submission links and stall partner onboarding tasks. Adding a short link to the partnership record gives your project team immediate access to act same day.
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Overview
When buyer form links are buried in email threads, project teams waste time hunting for submission context. This flow extracts the link, shortens it, and updates the partnership record so project managers have actionable context the same day.