Set contact closing date from booked consult meeting
Set contact closing date from booked consult meeting
Your booked consultations aren't added to contact records, leaving closing dates blank for reps. Forecasts stay current when the meeting start is recorded on the contact record within minutes.
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Overview
When consultations are booked, this flow writes the meeting start to the contact's closing date so reps and managers see accurate pipeline timing instantly. Implemented by IT for the sales team, it removes manual updates and keeps forecasts reliable within minutes.