Add consultation call summaries to CRM contact records
Add consultation call summaries to CRM contact records
Your consultation transcripts miss student CRM records, leaving counselors short on intake context. Summaries are added to contacts and deals so counselors can brief families before next outreach.
Overview
Consultation audio often never reaches your CRM, which leaves counselors unprepared and slows enrollment. This flow turns meeting transcripts into tidy, sectioned notes attached to contacts and deals, so counselors and sales ops can brief families and act the same day.