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Update deal record with call transcript and outcome

Update deal record with call transcript and outcome

Your deal records miss transcripts and objectives, leaving reps without context. Ensure reps act with full context by adding transcript text and call direction to deal notes within minutes.

Update deal record with call transcript and outcome

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Overview

Disconnected transcripts make pipeline conversations invisible and delay follow-ups. This flow attaches transcript text and disposition directly to the related deal record so reps see context and act within minutes.

Update deal record with call transcript and outcome