Add appointment rows from call results for SDR reporting

Your SDR call results often stay siloed, so appointment and contact details are missing from outreach and pipeline reports. Get appointments and contact context captured for same-day follow-up.

Overview

Stop losing appointment context in call logs—this workflow captures completed call results and stores appointments in your reporting tables so SDRs and managers can act quickly. That means same-day follow-up and accurate pipeline visibility ahead of weekly reviews.