Log onboarding attendance date to customer profile record
Log onboarding attendance date to customer profile record
Your webinar onboarding attendees aren't logged to the customer record, leaving reps without session context. Attendance dates and session history are added to profiles for same-day follow-up.
Overview
When onboarding attendance isn't recorded, CSMs lose critical session context and follow-ups are delayed. This flow writes attendance dates and session history into the customer record so reps can act with context for same-day outreach and smoother handoffs.