Update CRM lead and opportunity record on document view
Update CRM lead and opportunity record on document view
Your document view events aren't recorded on lead or opportunity records, leaving reps without engagement context. Make CRM show view counts and last-viewed dates so reps act same day.
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Overview
When prospects open a contract or proposal, that engagement should appear on the record immediately. This flow increments view counts and stamps last-viewed dates so reps and pipeline managers can see fresh signals and act the same day.