Construction admin: retain deal notes on moved deals

VP of administration loses deal context when notes aren't copied, causing missed change-order context and extra admin work. This copies existing notes into the receiving deal, ensuring sales and administration retain full history so handoffs are faster.

Overview

Lost deal notes cause rework and risk missed change-orders for construction projects. This workflow ensures existing notes are copied into the receiving deal so sales and administration keep full deal history, eliminating manual copy‑paste and enabling quicker handoffs.

Notable Features

Copy notes to target deal
Preserve original author details
Filter empty or duplicate notes