Accounting sales ops: keep contact latest notes updated

Sales ops coordinators at accounting firms miss external note context in CRM, leading to delayed follow-ups. It keeps each contact's Latest Note current so reps follow up with accurate context.

Overview

External notes left out of CRM create follow-up risk and threaten billable work for accounting firms. Keeping each contact's Latest Note up to date from third-party sources ensures reps always engage with current context and removes manual copy-paste work for sales ops.

Notable Features

Update contact Latest Note field
Clean note formatting before saving
Apply lead-source filter for notes