Update contact record when attendee joins live onboarding call
Update contact record when attendee joins live onboarding call
Your onboarding call joins aren't updating contact records, so follow-ups and reports lack completion context. This adds a completed flag and date to contacts so coordinators see readiness same day.
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Overview
Attendee joins often don't surface in CRM, leaving coordinators blind to who finished onboarding. This flow stamps a completed flag and date on each contact so CSMs and coordinators see readiness the same day and act quickly.