Update lead summary from call and message history

Your lead notes and call transcripts leave agents unclear about probate status and next steps. Get consolidated, newest lead summaries written to CRM for same-day outreach.

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Overview

Stale discovery notes force extra calls and slow offer velocity; this flow consolidates call notes, transcripts, and SMS into a single CRM summary so reps reach leads with full context. Expect updated lead summaries in CRM same day to accelerate outreach and decisions.