Keep reps focused with live presentation engagement signals

Sales reps lose sight of presentation engagement, leaving hot opportunities unprioritized. It updates Opportunity records with view counts and last-viewed timestamps so reps prioritize outreach.

Overview

Sales reps risk letting high-interest opportunities go cold when presentation engagement isn't visible in the CRM. This workflow pushes view counts and last-viewed timestamps into Opportunity records so reps prioritize outreach based on real-time signals. Teams report faster response times and fewer missed follow-ups.

Notable Features

Update opportunity records with metrics
Push view counts and timestamps
Flag high-engagement prospects for follow-up