Update client records from parsed email domains now
Update client records from parsed email domains now
Your client records lack outgoing email domain and subject, so staff can't tie messages to the correct client. Update matched client rows with subject and timestamp so your team can act same day.
Overview
When outgoing email domains aren't linked to client records, your team loses context and slows follow-up. This flow matches parsed domains to client rows and timestamps the record, so operations staff can act on messages the same day.