Set status dates on visit records automatically for sales
Set status dates on visit records automatically for sales
Your visit records without status dates make activity tracking and rep handoffs unclear. Keep date fields populated on status change so coordinators can report and act same day.
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Overview
Missing status timestamps in visit records create reporting blind spots and slow down field handoffs. This flow stamps the appropriate date field when a status changes, giving coordinators accurate activity history and enabling same-day follow-up.