Update deal records with extracted prequalification lead ID
Update deal records with extracted prequalification lead ID
Your deal records often miss the prequalification form link, leaving reps without submission context during outreach. Populate the lead ID into the deal so reps can review submissions and act same day.
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Overview
Missing prequalification references slow down reps and lengthen qualification cycles. This flow pulls the lead ID out of the qualification link and writes it directly onto the deal record, so reps have submission context and can act the same day.