Update prospect visit after document view for follow-up
Update prospect visit after document view for follow-up
Your farm listing document visits lack prospect context, leaving reps unaware of who viewed which listing. Update visit records so reps can follow up the same day.
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Overview
Prospects often view listing materials without your reps knowing, which delays timely outreach and weakens first touch. This workflow writes document views into each prospect's visit record so sales reps get viewing context within minutes and can follow up the same day.