Update contact with last coaching and onboarding dates
Update contact with last coaching and onboarding dates
Your scheduled onboarding and coaching calls aren't logged on contact records, causing handoff confusion. Update contacts with call date, time, and owner so reps have context same day.
Overview
When scheduled coaching and onboarding calls don't land on contact records, reps and coordinators lose critical context during handoffs. This flow writes call date, time, and owning staff back to the contact so program coordinators and CSMs see up-to-date engagement and can act same day.