Update company meeting engagement totals in report table
Update company meeting engagement totals in report table
Your meeting records lack company engagement totals, leaving program coordinators without timely reporting. Sync totals to your reporting table so coordinators can act on trends same day.
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Overview
If meeting engagements aren't captured into your reporting, coordinators and program managers lose visibility into who to follow up with. This flow keeps company engagement totals current within minutes of a meeting, enabling same-day outreach and cleaner weekly reports.