Update engagement record for viewer after video view
Update engagement record for viewer after video view
You miss timely follow-up when viewers watch key program videos without an updated client record, leaving intake lists stale. Keep engagement fields current so coordinators can act same day.
Overview
When prospective clients watch your hallmark video, their engagement needs to appear in your intake board so coordinators can prioritize warm leads. This flow writes watch percentage and engagement status into the prospect record so your team can triage and act the same day.