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Update engagement record when client opens their intake form

Update engagement record when client opens their intake form

Your client intake forms open without CRM context, so advisors can't see who viewed a request and may follow up redundantly. The workflow records access and timestamps for same-day advisor visibility.

Update engagement record when client opens their intake form

Overview

When clients open intake engagements, advisors often lack timely context and may duplicate outreach. This workflow writes access timestamps and status directly into CRM so advisors and ops have same-day visibility and avoid redundant follow-ups.

Update engagement record when client opens their intake form