Add consultation form appointments to central tracking sheet
Add consultation form appointments to central tracking sheet
Your solar appointment form responses go untracked, leaving schedulers without context and delaying bookings. It adds submissions to a central tracker and notifies staff for same-day follow-up.
Overview
Form-based appointment leads need context immediately or bookings stall. This flow captures each submission into a central tracker and alerts your schedulers so reps can act same day and reduce missed bookings.