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Update opportunity first activity date when activity recorded

Update opportunity first activity date when activity recorded

Opportunities lack first-activity timestamps when activity flags flip, causing segmentation errors. Set the first activity date to ensure accurate campaigns same day.

Update opportunity first activity date when activity recorded

Overview

When Opportunity engagement dates are missing, campaign managers and sales leads can’t segment or enroll deals reliably. This workflow writes a first-activity timestamp and audit note as soon as the activity flag updates, so campaigns and reports reflect accurate timing the same day.

Update opportunity first activity date when activity recorded