Keep business owners' prospect records updated with proposal emails

Business owners lose proposal context when emails go unlogged. It logs each proposal to the contact as a timestamped note and message link so reps follow up with full history.

Overview

Unlogged proposal emails leave reps without context and let deals stall. This workflow captures each incoming proposal as a timestamped note on the contact so engagement history is complete and follow-ups aren't missed. Managers gain a single source of truth and reps spend more time selling.

Notable Features

Create timestamped contact notes
Attach message link to record
Notify assigned rep on receipt