Create prospect engagement notes from sent deal documents

Your prospects' document views reach you without CRM context, leaving brokers unsure when to follow up. Capture them as CRM notes so reps have outreach context and can act same day.

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Overview

Prospects who open your deal packets are showing buying intent, but that behavior means little without CRM context. This workflow writes a note with the document name, view time, and link so your brokers have actionable context and can prioritize outreach the same day.