Update session records and CRM activity after recording
Update session records and CRM activity after recording
Your session recordings lack attendee and duration context, leaving coordinators unsure who showed. It updates your session sheet and CRM so follow-ups and billing happen same day.
Overview
Recordings that meet your program thresholds can automatically populate session logs and flip CRM activities to ‘showed,’ removing manual triage. That gives program coordinators attendance and duration context so follow-up and billing happen the same day.