Update account last RFI submitted date from case
Update account last RFI submitted date from case
Your RFI cases aren't on account timelines, leaving revenue teams without engagement context. It adds a last RFI date to the Account so managers and reps have updated context before forecasting.
Overview
RFIs frequently arrive as Cases but often never surface on account timelines, which blinds reps and skews forecasts. This flow automatically writes the last RFI date to the Account within minutes so managers and reps get immediate engagement context ahead of planning and outreach.