Attach call activity to the correct deal record
Attach call activity to the correct deal record
Unlinked call and meeting activities hide project context and stall proposal progress. It attaches activities to the correct deal so your team can follow up the same day.
Overview
Unlinked call notes fragment project history and slow down proposal momentum. This flow attaches inbound and outbound activities to the correct deal so you and your project managers regain full context and can follow up the same day.