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Update client records from pulse update emails for coaches

Update client records from pulse update emails for coaches

Pulse update emails can leave client records stale, so coaches miss member context before sessions. This writes pulse notes to contact records and the tracking sheet for same-day coaching.

Update client records from pulse update emails for coaches

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Overview

When pulse emails skip your CRM, coaches lose the member context they need to prepare. This flow captures those emails, writes the note to the contact record and your master sheet, so coaches have up-to-date context for same-day sessions.

Update client records from pulse update emails for coaches