Add completed call notes to deal records for support

When completed calls aren’t logged against guest deals, your support team loses context and follow-ups stall. Attach call details to deals so agents have full context for follow-up the same day.

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Overview

Unlogged support calls leave agents blind and slow down guest issue resolution. This workflow ties completed call recordings and metadata directly into the matching deal so your support and guest experience teams can act with full context the same day.