Record review invitation sent as note on deal

Your post-consultation review invites aren't logged on deals, leaving reps unsure if customers received them. A deal note records the invite so support can verify delivery and follow up same day.

Overview

When review invitations are sent after consultations, you need a clear audit trail to prevent duplicate outreach and ownership gaps. This flow records each invite on the related deal so support and account managers can verify delivery and act within the same business day.