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Send position request link when deal is verbally qualified

When deals hit verbally qualified, account managers lack a ready request link, so outreach stalls. You receive an internal email with a short, shareable request link so outreach occurs same day.

Send position request link when deal is verbally qualified

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Overview

When deals reach a verbally qualified stage, you need reps to act immediately or momentum evaporates. This flow delivers a prebuilt, shortened position request link to the assigned owner so outreach happens the same day and follow-up is never delayed.

Send position request link when deal is verbally qualified