Link event attendees to correct CRM contacts automatically
Link event attendees to correct CRM contacts automatically
Unlinked calendar events break auditable client records and leave advisors without meeting context. Attach attendees to client records so compliance and advisors have context same day.
Overview
Unlinked meeting events create audit gaps and slow advisor prep — a liability for small advisory firms. This flow attaches attendees to client records and tags meeting types so compliance and advisors see complete meeting context same day.