Update follow-up board when a prospect books meeting
Update follow-up board when a prospect books meeting
Your follow-up board goes stale when prospects book meetings, leaving AEs without meeting context or prep notes. Update the board and append a timestamped comment so reps see details same day.
Overview
When meetings arrive without updates, reps lack context and prep time, which hurts close rates and call quality. This flow keeps your follow-up board current and appends a timestamped comment within minutes so AEs are prepared ahead of scheduled calls.