Add deferred start dates to CRM contact records
Add deferred start dates to CRM contact records
Orders with deferred start dates and session choices don't reach contact records, leaving reps without scheduling context. Contacts receive start-date and session info so reps can schedule same day.
Overview
Deferred start dates and session choices that never reach the CRM leave reps blind and onboarding timelines unstable. Enriching contact records with normalized start-date and session tags ensures reps can schedule and message customers same day, restoring fast, reliable onboarding.