Add standardized follow-up notes for new lead updates

Your lead updates lack consistent context, leaving reps unsure which leads need immediate outreach. The workflow posts clear follow-up notes so reps and managers can act the same day.

Overview

Unstructured board updates leave reps guessing and slow outreach. This flow turns every new lead update into a consistent follow-up note enriched with poster context so reps see actionable context within minutes and can follow up the same day.