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Add deal note content as comments on project cards

Add deal note content as comments on project cards

Your deal notes live only in CRM, leaving project coordinators without context and slowing handoffs. It posts those notes to the matching project card so teams can act same day.

Add deal note content as comments on project cards

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Overview

Deal notes often stay buried in CRM and leave delivery teams guessing. This pipes those notes into the right project card so coordinators and account managers have context at hand and can act the same day. That reduces manual copy-paste and speeds handoffs.

Add deal note content as comments on project cards