Update last contact fields from internal messages to tasks
Update last contact fields from internal messages to tasks
Untracked team messages leave task contact records incomplete and cause missed follow-ups. It keeps last-contact fields current so your operations team can act the same day.
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Overview
When owner or portfolio-related messages sit only in chat, follow-ups slip and task histories go stale. This flow turns those messages into updated task records so operations can prioritize outreach and keep last-contact dates current same day.