Keep buyer and seller forms on deal records

Sales reps miss buyer and seller form links at deal stages, stalling paperwork. This adds both form links when a deal reaches the stage so reps can collect client info and move deals forward.

Overview

Missing form links stall deals and frustrate sales reps. This workflow ensures every deal that reaches the target stage includes buyer and seller form links, eliminating manual updates so reps collect client information faster and keep pipeline accuracy. Enable this to reduce manual handoffs and avoid stalled closes.

Notable Features

Add buyer and seller links
Populate form link fields
Notify assigned sales rep instantly