Update CRM deal with latest note metadata and timestamp
Update CRM deal with latest note metadata and timestamp
Your deal notes are scattered, leaving program coordinators without timely context for follow-up. Keep deal histories current for grants staff same day.
Overview
When notes on deals are not surfaced, grants and program staff spend time chasing context instead of acting. This flow writes the latest note text, timestamp, and activity ID into the related deal so coordinators and grants managers see current history same day.