Update deal record with CMC hearing date and notes
Update deal record with CMC hearing date and notes
Case events lack CRM context, leaving intake teams without hearing dates or notes. Hearing date, time, and notes update the deal record for scheduling and outreach within minutes.
Overview
Case management conference dates too often live only in the case system while CRM records fall out of sync, forcing manual follow-ups. This flow writes hearing date, time, and notes into the deal record automatically, so intake and case teams can schedule outreach and client communications within minutes.