Update advisor goal records from incoming goal feed
Update advisor goal records from incoming goal feed
Advisor goal submissions arrive but aren't written to your goals workbook or contact records, creating coaching delays. You get goal fields updated in CRM and the main workbook for same-day coaching.
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Overview
Incoming advisor goal submissions often never reach your CRM or master workbook, which delays coaching and complicates commission prep. This flow writes those submissions into the goals workbook and updates contact goal fields so advisor success managers see current targets for same-day coaching and reconciliation.