Keep account last-visit dates current for project managers

Account managers see last-visit dates go stale when activity logs aren't reflected, causing missed follow-ups. Update last-visit dates after each activity so account managers prioritize outreach.

Overview

Stale last-visit fields cause account managers to miss timely outreach and let deals cool off. This workflow keeps account records current and drives faster, prioritized follow-ups so reps focus on the right engagements.

Notable Features

Update account last-visit automatically
Notify account managers of changes
Only overwrite with newer dates