Keep sales reps' company response dates current and visible

Sales reps miss company reply dates when contact replies only update the contact, causing follow-ups to be deprioritized. Copy reply dates to company records so reps prioritize follow-up.

Overview

When account-level reply dates aren't tracked, prospects slip and follow-ups get deprioritized. This workflow copies contact reply timestamps to the company record so sales reps and managers can prioritize outreach, reducing missed follow-ups and improving pipeline accuracy.

Notable Features

Update company records on reply
Set company date responded field
Notify sales reps and managers