When an application is started from your personal link, it will automatically show up in "My Applications" and you will be assigned automatically to that deal/application.
Ideal for a sales team/lead generation team to generate new applications. Can also be used in email campaigns.
Follow the steps to create a personalized application link.
➡️ Step 1: Navigate to Application Templates, choose the appropriate template you want, and Click on Web Link.
Step 2: Click Personalize to generate a personalized link
Step 3: Click Copy
Step 4: Click Close
Step 5: Paste personal link into any email
💡 Tip: If you feel the link is too long, you can copy the link an in an email write Apply Now for example, and insert the link so that prospects can apply using your personal link. Select the text that you want to turn into a hyperlink, and right-click it. On the shortcut menu, click Hyperlink. In the "Insert Hyperlink" option, paste the link and click OK. This will insert the link into the text. Now anyone that clicks on that word in your Email will go directly to your personal link.
Outlook Instructions:
