Add collaborator to contact on new booking submission
Add collaborator to contact on new booking submission
When appointment submissions arrive without a collaborator, your agents lack ownership context and follow-ups stall. Assign collaborator on receipt so agents can follow up same day.
Overview
When bookings are scheduled through a third party, ownership can slip and agents miss outreach windows. This flow attaches the right collaborator to the contact so reps get context and can follow up the same day.