Tag appointments with investible contact flag for advisors
Tag appointments with investible contact flag for advisors
Contact investible updates don't appear on appointments, leaving advisors without client context and risking missed prep. Give advisors current investible context so follow-ups occur before meetings.
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Overview
When investible status on a contact changes, advisors need that context on scheduled appointments to prepare and follow up effectively. This flow writes the contact's investible marker onto each related appointment within minutes, ensuring accurate meeting context and timely outreach before the next meeting.