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Sales

Call Notes → CRM Entry

Convert messy sales call notes into a clean CRM update: stage, next steps, stakeholder map, and the verbatim quotes worth keeping.

Turn these raw call notes into a structured CRM entry: {{notes}}.

Output: Deal stage recommendation (with the evidence), Key facts learned (bullets), Stakeholders mentioned (name, role, stance — champion/neutral/blocker), Verbatim quotes worth keeping (max 3), Objections raised and how they were left, Agreed next steps (owner + date), and Red flags. If the notes don't answer something important, list it under 'Ask next time'.

Fields like {{ this }} are placeholders — replace them with your own details, or let Aria ask you for them.

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