Update prospect record when a deck is viewed
Update prospect record when a deck is viewed
Your investor and prospect deck views arrive without CRM context, leaving reps unsure who to contact and when. Update records and notify owners so follow-up happens the same day.
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Overview
When deck views aren’t written back to CRM, momentum stalls and follow-ups miss their window. This flow writes view timestamps to prospect records and flags unknown viewers so reps can act the same day and preserve outreach momentum.