Create notes in Close for new recordings in tl;dv, find lead, and add meeting details

Create detailed notes in Close for each new recording added in tl;dv, ensuring all relevant meeting information is captured and associated with the correct lead. This improves lead tracking and enhances your CRM's effectiveness.

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Overview

Create detailed notes in Close for each new recording added in tl;dv, ensuring all relevant meeting information is captured and associated with the correct lead. This improves lead tracking and enhances your CRM's effectiveness.

Create notes in Close for new recordings in tl;dv, find lead, and add meeting details