Create CRM activity record from board card for individuals
Create CRM activity record from board card for individuals
Your project board enrollment cards lack CRM context, so client notes and attachments stay disconnected from individual records. Capture those notes as CRM activities so coordinators can act same day.
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Overview
Board notes often stay trapped on the project board instead of living in the client record, which slows enrollment follow-up. This flow captures those notes and attachments into CRM activities so coordinators have linked context and can execute follow-ups same day.