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Update client board items with last activity date

Update client board items with last activity date

CRM last-activity timestamps often miss the client board, leaving analysts without engagement context. Updates land on the board within minutes, keeping outreach and reports current.

Update client board items with last activity date

Overview

When CRM activity and your client tracker fall out of sync, investor relations and product analysts lack the context they need to act. This flow keeps last-activity dates mirrored to the board so updates appear within minutes, restoring accurate outreach and reporting before your next review.

Update client board items with last activity date