Add deal notes to appointment records for field teams
Add deal notes to appointment records for field teams
Your deal notes aren't propagated to appointment records, leaving program coordinators without session context. Attach notes to appointments so coordinators prepare clients the same day.
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Overview
When reps leave deal notes, coordinators often miss essential session context and can't prepare clients. This flow pushes deal notes into the linked appointment record so coordinators receive full context and can act the same day.