Add appointment bookings to pipeline and assign owner
Add appointment bookings to pipeline and assign owner
Appointments arrive without a pipeline record, leaving reps without context and delaying follow-ups. It creates or updates an opportunity and assigns the owner so reps have booking context.
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Overview
When bookings don't translate to pipeline opportunities, reps lose context and leads go cold. This flow converts each qualifying appointment into a tracked opportunity and assigns the right owner so reps can follow up within minutes or before the scheduled visit.