Create protocol link note on matching deal records
Create protocol link note on matching deal records
Your deal notes without protocol links leave reps missing meeting context and product tags. Add a standardized deal link so reps can access documents and classify products same day.
Overview
Freeform protocol notes hide meeting context and slow deal progression. This flow detects a protocol marker, classifies the product, builds a reference link, and appends it to the deal so reps and managers find documents and product classification within minutes.