Business owners: keep advisor schedules up to date

Business owners see household meeting dates go out of sync, causing advisors to miss follow-ups. This keeps CRM meeting dates and types current after source updates so advisors can follow up promptly.

Overview

Missed or stale meeting dates cause advisors to miss follow-ups and damage client relationships. This sync ensures CRM meeting dates and types reflect the source database so advisors always see current schedules, eliminating missed follow-ups and smoothing handoffs.

Notable Features

Update CRM meeting fields
Notify advisors on changes
Validate and clear empty dates