Add outbound call note to client contact record

Your outbound phone calls aren't captured in contact histories, leaving advisors without context and delaying follow-up. Attach call notes to contacts immediately so your team can follow up the same day.

Overview

Unlogged outbound calls leave advisors without the conversation context they need to act quickly. This flow captures outbound call details and appends them to contact histories so advisors and client coordinators can follow up the same day and keep outreach timely.