Move deals to qualified stage from intent notes

You miss buyer intent when CRM notes sit unprocessed, leaving deals unprioritized for outreach. This advances deals to the qualified stage and captures intent so reps act same day.

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Overview

When buyer signals appear in CRM notes but aren’t acted on, pipeline momentum and campaign targeting suffer. This flow promotes and annotates those deals so reps and campaign managers receive prioritized, tagged leads and can act the same day.