Add completed triage call notes to CRM leads
Add completed triage call notes to CRM leads
Your triage board items aren't linked to CRM leads, leaving reps without call context and delaying outreach. Reps get full triage context for follow-up within minutes.
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Overview
When triage items aren't tied to leads, reps lose critical context and delay outreach. This flow writes triage call notes directly to the CRM so reps have the full story and can follow up within minutes.