Update lead task with contact link and notes

Your incoming leads often lack a contact link and have messy task notes, leaving reps blind to context. Get formatted notes and a contact link so reps can follow up same day.

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Overview

When leads arrive without a clear contact link or formatted notes, reps waste time finding info and outreach gets delayed. This flow enriches project tasks with a direct contact link and cleaned notes so reps can call or triage leads the same day.