Update contact kick-off date from scheduled meeting record
Update contact kick-off date from scheduled meeting record
Your kick-off and activation meetings lack a contact date, leaving onboarding managers without clear start info. Populate the contact's kick-off date so coordinators can plan outreach the same day.
Overview
Kick-off and activation meetings without a recorded contact date force onboarding coordinators to hunt for start information. This captures and writes the meeting start date into the contact record immediately, giving managers a single source of truth and enabling same-day planning.