Create engagement note for contact after document view
Create engagement note for contact after document view
Your document views aren't logged on contact records, leaving reps without context for outreach. It logs each view and updates contact records so reps can follow up the same day.
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Overview
Prospects who open your property brochures are showing buying intent—agents need that context fast. This captures each document view and writes a timestamped note to the contact so reps can reach out with relevant messaging the same day.