Create deal notes from contract meet submissions for sales
Create deal notes from contract meet submissions for sales
Your contract meeting submissions often lack deal context, causing duplicate documents and manual clarifications. They are added as deal notes so sales and ops get clear context same day.
Overview
Contract meet submissions without deal context force reps to chase clarifications and can spawn duplicate documents. This flow attaches each submission as a deal note and skips flagged duplicates, giving reps clear context the same day so follow-up is faster.