Add issue comments to deal notes in CRM
Add issue comments to deal notes in CRM
Your issue comments don't appear on deal records, leaving reps without credit or underwriting context. Add those comments as deal notes so account teams have context before outreach same day.
Overview
Stop account teams from hunting for underwriting context across systems by surfacing issue comments directly on deal records. Sales ops delivers timely, contextual notes to reps within minutes, reducing manual lookups and improving readiness before outreach and funding decisions.