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Create call notes submission and update prospect row

Create call notes submission and update prospect row

Your prospect records arrive without consult notes, causing follow-up gaps and unclear handoffs. It files consult notes and updates your prospect tracker so follow-up happens same day.

Create call notes submission and update prospect row

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Overview

New prospect records often land without consult notes, leaving follow-up incomplete and intake inefficient. This flow creates a consistent consult submission and pins a direct notes link in your prospect sheet so intake and sales have full context and can act the same day.

Create call notes submission and update prospect row