Add booked design consultations to sales pipeline for team
Add booked design consultations to sales pipeline for team
Your scheduled consultation bookings arrive without CRM records, leaving reps without contact or appointment context. Leads are created and queued for prompt outreach so prospects hear back same day.
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Overview
Booked consultations are high-intent signals that must become tracked opportunities immediately. This flow captures each booking and creates a complete lead in your pipeline so reps can prioritize outreach and contact prospects same day.