Add demo meeting notes to shared support spreadsheet
Add demo meeting notes to shared support spreadsheet
Your demo notes live only in CRM activities, so support agents lack clear next steps and client engagement context. They appear in a shared sheet for CS and account teams, enabling same-day follow-up.
Overview
When demo notes stay locked in CRM activities, your support reps miss context and follow-ups slip. This flow writes demo details and next actions into a shared sheet so CS ops and account owners get context immediately; notes appear within minutes for same-day follow-up.