Add welcome call completion note to contact record
Add welcome call completion note to contact record
Your completed welcome calls aren't recorded on contact timelines, leaving onboarding and campaign teams without context. Add a timestamped note so teams see call outcomes and act the same day.
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Overview
Ensure every completed welcome call becomes visible on the contact timeline so campaign managers and reps always have onboarding context. That removes manual logging, speeds up follow-up, and gets teams acting the same day after each call.