Keep sales reps informed with CRM lead notes

Sales reps miss customer context when affiliate board comments stay in project cards, causing missed follow-ups. This adds each comment to the CRM lead so reps see full context and respond faster.

Overview

Sales reps lose momentum when customer context sits only on project boards. This workflow routes affiliate board comments into the matching CRM lead, turning scattered notes into one source of truth so reps can follow up with full context and avoid stalled deals.

Notable Features

Append board comments to leads
Match comments to correct lead
Notify assigned rep of notes