Every contact and account carries a last engagement date and type, stamped by three small automations whenever an email, a call or a meeting completes. A reframe email sent one to one from a lead had stamped nothing, and the reason was structural rather than a bug.
- The automations only recognised an activity filed against a contact or an account. An activity filed against a lead, which is where early conversations live, fell through both branches and the record stayed silent.
- Each of the three now looks up the lead's parent contact and account and stamps both. All three were proven on throwaway test records before the change went live, and the one real gap was filled by hand.
- The same session added a yes or no flag on every contact showing whether they are the primary contact for their account, kept true by two automations and set correctly across 255 existing contacts.
- The twelve month nurturing email series was rebuilt on the one email structure now used everywhere, with months two to twelve created as shells ready for their text.