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.
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.