Update client last-touch date automatically when profiles change
Update client last-touch date automatically when profiles change
Your client records miss reliable last-touch dates when profiles change, causing outreach delays and reporting gaps. Keep recency stamps current so project managers and BI have up-to-date data same day.
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Overview
Stale recency data slows outreach and clouds BI decisions. Automating the last-touch update ensures project managers and analysts see accurate client recency within minutes of profile changes, enabling same-day outreach and cleaner reports.