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Update deal and add email note from work order

Update deal and add email note from work order

Your work order submissions arrive without deal context, causing triage delays. You get the matching deal updated and reply email attached, so reps have context within minutes.

Update deal and add email note from work order

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Overview

When work orders arrive without linked deal context, reps waste time hunting emails and scheduling slips happen. This flow links each submission to the right deal and appends any reply email so reps have full context within minutes.

Update deal and add email note from work order