Append client emails to contact records for managers
Append client emails to contact records for managers
You miss client context when emails go unlogged, causing scope confusion and missed follow-ups. It appends email content to contact records so account managers have context for follow-up same day.
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Overview
Unlogged client emails create context gaps that slow delivery and client communication. This flow captures each incoming message into the contact record so account and project managers see full conversation context and can follow up the same day.