Create or update engagement record in CRM for advisors
Create or update engagement record in CRM for advisors
Your completed client engagements aren't reaching CRM, leaving advisors without context for timely follow-up. They get accurate engagement status in the CRM same day.
Overview
Completed intake engagements must appear in the CRM so advisors always have current client context; this flow closes that visibility gap. It updates engagement status and timestamps within minutes so advisors can act same day and route next steps without manual reconciliation.