Keep sales ops lead records updated with board notes

Sales ops lose deal context when board updates never reach lead records, so reps follow up without current activity. Push standard board notes into lead records so reps start outreach with context.

Overview

Stale board updates create blind spots for sales reps and stall deal momentum. This flow surfaces every board note as a standardized activity on the lead record so reps and sales ops have current context and missed follow-ups are eliminated.

Notable Features

Create standardized update entries
Attach board note to lead
Notify reps of new activity