Create client file notes from sent advisor emails
Create client file notes from sent advisor emails
Sent client emails to your CRM save address go unrecorded, opening compliance gaps. Log them as CRM file notes so advisors and compliance review threads before outreach.
Overview
Unlogged sent messages create blind spots for advisors and raise compliance risk. This flow captures those outbound emails as CRM file notes and attaches them to the right client record so your advisors and compliance teams can review threads within minutes.