Update all company contacts with family appointment date
Update all company contacts with family appointment date
Your family appointment dates often sit on a single contact, leaving advisors without company scheduling context. This copies the appointment to every linked contact for consistent outreach same day.
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Overview
When appointment dates live on a single contact, advisors and enrollment managers lack company-wide scheduling context and follow-ups slip. This flow copies the family appointment date to every linked contact so your enrollment staff have consistent outreach context within minutes.