Update intervention date on related company record fast
Update intervention date on related company record fast
Item-level alerts don't update company records, leaving account managers without schedules. It writes the intervention date to the company record so managers have schedules ahead of outreach.
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Overview
When item-level events include a service or intervention date, account managers need that on the company record to coordinate outreach and logistics. This flow pushes the date into the company record and normalizes timing so managers see updated schedules within minutes.