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.

Update deal review tracker from contact note entries

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.

Update deal review tracker from contact note entries