Classify prospect notes into job evidence versus lower-value descriptors.
Sort each prospect note by the kind of signal it provides. Job evidence Useful descriptor Low-value noise “Month-end reporting now takes three Fridays and delays the board pack.” “They have 1,800 employees and use Workday.” “The buyer said the interface looked modern.” “Managers currently export CSVs because the dashboard is not trusted.” “They are in healthcare.” “They asked whether dark mode exists.”
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