Update lead closed reason from win activity notes
Update lead closed reason from win activity notes
Win activity notes miss a clear close reason, causing reporting and handoffs to be incomplete. It fills the lead closed-reason field from notes so records are ready for reporting within minutes.
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Overview
When close reasons live only in freeform win notes, revenue ops and account owners spend hours normalizing data and lose reporting fidelity. This flow extracts a single, cleaned closed-reason and writes it to the lead record so reports and handoffs are report-ready within minutes.