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Add purchase notes and call flags to CRM leads

Add purchase notes and call flags to CRM leads

You lack purchase context when orders aren't attached to leads, leaving reps unprepared and callbacks missed. Attach order and affiliate details to the lead so reps can call with full context same day.

Add purchase notes and call flags to CRM leads

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Overview

When purchases don't appear on lead records your reps call blind and follow-ups slip. This workflow attaches order and affiliate details as lead notes and flags leads for immediate outreach, so reps reach buyers with context the same day.

Add purchase notes and call flags to CRM leads