Attach company notes to related deals for reps

Your notes aren't linked to deals, leaving capture teams without context. Consolidated notes on deals give reps immediate context to act before proposal deadlines.

Workflow preview:

Zap details:

Overview

When notes aren’t tied to deals, capture teams waste time hunting for context and risk missing proposal windows. This ties company notes directly to related deals so reps get full deal context within minutes, improving proposal readiness before deadlines.