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Create call attendance records and update contact access dates

Create call attendance records and update contact access dates

Your call attendance is untracked, leaving advisers without engagement context for outreach. Capture attendance and update contact last-access so you can act same day.

Create call attendance records and update contact access dates

Overview

If your mentoring calls don't surface who actually engaged, you miss timely outreach opportunities; this flow captures attendance and updates contact access so advisers and marketing can act. That yields a same-day attendance list and updated contact timelines to prioritize follow-ups.

Create call attendance records and update contact access dates