Add booked consultations to CRM and set opportunity
Add booked consultations to CRM and set opportunity
Your booked mortgage consultations often arrive without prospect details, delaying follow-up and reducing call readiness. This captures invitee details and updates lead status so reps have context same day.
Overview
When booked consultations don't make it into your CRM, reps lack prospect context and follow-ups slip. This flow captures every booking as a lead, assigns an owner, and advances the opportunity to first-call-ready status so loan officers can act same day.