Add design meeting recap note to deal record
Add design meeting recap note to deal record
When design meeting emails aren't linked to deals, your team misses context and follow-ups slip. Project owners gain immediate context and can act within minutes.
Overview
If design recaps live in your inbox instead of your deals, follow-ups stall and client momentum fades. This flow captures those recap emails and pins the full note to the matching deal so project owners have context and can act within minutes.