Update new deal with agent intake form link
Update new deal with agent intake form link
New deals without intake links leave reps without client context and stall outreach. Add a form link to each deal so reps get intake context before first outreach.
Overview
When new deals spin up without intake links, agents lose critical context and early outreach stalls. This flow automatically embeds the intake form link into each new deal so reps have client intake context at first contact, improving qualification and follow-up same day.