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Create design meeting recap note on deal records

Create design meeting recap note on deal records

Your design meeting recaps sit in email threads and aren’t linked to deals, causing prep gaps before client calls. They get attached to the right deal so teams have context same day.

Create design meeting recap note on deal records

Overview

When design recaps live only in email, follow-ups stall and handoffs get messy. This flow turns those recap emails into pinned deal notes so your sales and project coordinators have client context same day and can act immediately.

Create design meeting recap note on deal records