Marketing BI directors: keep client recency data current

BI directors see stale Last Modified timestamps on client records, causing misprioritized outreach and skewed reports. Keep Last Modified current so managers and analytics trust recency.

Overview

Stale Last Modified timestamps lead to misprioritized outreach and unreliable analytics for marketing agencies. This workflow keeps client recency accurate so account managers prioritize the right clients and analytics reflect real activity, reducing missed follow-ups and cleaning up recency-driven reporting.

Notable Features

Update Last Modified field
Trigger on client record changes
Notify account managers of updates