Keep sales ops informed with cleaned Facebook lead notes

Sales ops coordinators see Facebook leads with messy notes, leaving reps without context and risking stalled outreach. It copies cleaned note text into latest-note so reps start outreach with full context.

Overview

Accounting sales ops often lose momentum when Facebook-origin notes are messy or buried, causing reps to outreach without context. This flow ensures cleaned latest-note text lives on the contact record, so reps start outreach with full context and missed follow-ups are prevented.

Notable Features

Capture new note additions
Clean and format note text
Update contact latest-note field