Add discovery call notes to lead record for handoffs
Add discovery call notes to lead record for handoffs
Your discovery call notes in the intake sheet don't make it into lead records, leaving project teams without client context for scoping and kickoff. Notes are added to the lead for same-day handoffs.
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Overview
Discovery notes that never reach the CRM slow scoping and delay delivery. This flow pushes intake responses straight into the lead record so account and project managers have context and can act same day.