Record presentation view stats on opportunity records fast
Record presentation view stats on opportunity records fast
Presentation views aren't recorded on opportunities, so reps lack viewing context. Add viewing metrics to opportunity records so reps prepare follow-ups within minutes.
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Overview
When presentation engagement isn't attached to opportunities, reps lack context and outreach feels generic. This flow writes unique views, slide counts, last-view timestamps, and viewing minutes to the opportunity presentation record so sales ops and reps get actionable context within minutes.