Update calendar event notes with matched client record link
Update calendar event notes with matched client record link
Your project meetings miss linked client records, leaving attendees without account context. It adds the client link to the event description so coordinators have context before meetings.
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Overview
When meetings lack linked client records, attendees arrive without account context and prep slows. This flow tethers the matching client record to the event so coordinators and PMs have the right information ahead of the meeting.