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Add booked fit-call registrants to prospect records and sequences

Fit-call bookings often arrive without contact context, so reps can’t prepare. The workflow tags registrants and logs them to prospects so outreach happens same day.

Add booked fit-call registrants to prospect records and sequences

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Overview

Stop losing momentum after bookings by turning each fit-call into a tagged prospect and a prospect record. Reps get context and marketing enrolls contacts into a nurture sequence, so outreach happens same day.

Add booked fit-call registrants to prospect records and sequences