Add appointment call notes to pending setup card

Your answering-service appointment notes don't reach setup cards, leaving campaign owners without context for follow-up. Add call details to the card to keep setup owners informed and ready for same-day follow-up.

Add appointment call notes to pending setup card

Overview

When appointment calls don't show up on setup cards, campaign managers miss context and follow-ups stall. This flow posts call details and flags the matching card so marketing ops can act within minutes and complete setups same day.

Add appointment call notes to pending setup card