Keep ops and sales aligned on hot list activity

Ops coordinators miss Hot List activity when it stays siloed, causing missed outreach. Update central customer record with activity level and timestamp so sales and ops see priority accounts.

Overview

Priority customers slip through the cracks when Hot List activity stays siloed. This workflow ensures every Hot List event updates the central customer record, giving sales and ops visibility into activity levels and timestamps so priority accounts get immediate attention and response times drop dramatically.

Notable Features

Update central customer records
Add activity level and timestamp
Notify sales and ops on changes