Create missed-call records for advisor follow-up and triage

Your unanswered client call records scatter across systems, leaving advisers without caller context for follow-up. Capture and normalize call details so coordinators can act on leads the same day.

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Overview

Unanswered client calls are missed revenue and create follow-up friction for advisers. This flow captures each missed call, matches it to an existing contact or creates one, and writes a single consolidated record so coordinators can reach out the same day.