Link created meetings to the right contact record
Link created meetings to the right contact record
Meetings created without a linked contact leave advisors without client context. Linking each event to the right contact provides prep-ready context and faster follow-up same day.
Overview
Unlinked meetings force advisors to hunt for attendee details and waste prep time. This ties each new meeting to the correct contact so advisors have full client context and can prepare and follow up within minutes.