Update deal records with latest note and timestamp
Update deal records with latest note and timestamp
You lose context when engagement notes aren't on deal records, causing handoff delays. Keep deal notes synced so project managers have current memo context before reviews.
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Overview
When notes live only in engagements, project leads lose handoff context and reviews slow down. This flow pushes the latest note and timestamp into the deal record so project managers and account owners see updated memos within minutes before status meetings.