Add appointment call notes to pending setup card
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.
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.