Update engagement status in Airtable when client activates in Copilot
Update engagement status in Airtable when client activates in Copilot
Update your Airtable records to reflect client engagement status when they activate their account in Copilot. This ensures accurate tracking of client onboarding and improves your engagement insights.
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Overview
Update your Airtable records to reflect client engagement status when they activate their account in Copilot. This ensures accurate tracking of client onboarding and improves your engagement insights.