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Set first-meeting flag on person records after update

Set first-meeting flag on person records after update

Your people records lack a clear first-meeting marker after calendar updates, leaving reps unsure who has had an initial conversation. Add the marker so managers see meeting-ready contacts.

Set first-meeting flag on person records after update

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Overview

If reps can’t see who’s had an initial meeting, outreach and handoffs slow down and opportunities get missed. This rule stamps a first-meeting flag when the calendar field changes so account owners see meeting-ready contacts same day.

Set first-meeting flag on person records after update