Update deal review tracker from contact note entries
Update deal review tracker from contact note entries
Your deal reviews miss recent contact note context, delaying approvals and confusing handoffs. Capture note updates into the deal-review tracker so owners can act the same day.
Overview
When contact notes flag a deal for review, your tracker must reflect that context immediately so owners can act. This flow captures note details and updates the shared deal-review list, enabling approval decisions and owner follow-up the same day.