IT: keep prospect last-contact details current in CRM

Sales reps miss follow-ups when prospect last-contact dates are outdated, causing stalled pipeline. IT updates CRM from email events so sales reps see last-contact and sender, enabling timely follow-up.

Overview

Outdated last-contact dates let opportunities slip and forecasts stall. This workflow turns incoming email events into CRM updates so sales reps always see last-contact and sender, eliminating missed follow-ups and keeping pipeline data accurate.

Notable Features

Update CRM last-contact fields
Record email sender and timestamp
Alert reps when contact updates occur