Update partner last contact date and engagement counts
Update partner last contact date and engagement counts
Your form responses aren't updating partner records, leaving outreach context missing for coordinators. Get updated last-contact dates and engagement counts so coordinators can follow up same day.
Overview
When form replies don't update partner profiles, coordinators waste time hunting for last-contact context and outreach stalls. This workflow keeps partner profiles and engagement counts current so your team can act on outreach needs the same day.