Add consult requests to CRM and alert staff
Add consult requests to CRM and alert staff
Your consult form submissions arrive without structured contacts, so coaches and front‑desk miss prioritization. You receive tagged contact records and immediate email alerts for same‑day outreach.
Overview
Unstructured consult submissions leave coaches guessing and delay trial bookings. This flow captures every request as a contact, applies a consult tag, and notifies staff so outreach happens the same day and prospects are actioned quickly.