Add international phone note to deal for bookings
Add international phone note to deal for bookings
Your bookings sometimes include international numbers without deal context, leading to routing confusion. Add phone context to the deal so reps can route calls same day.
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Overview
Bookings with international numbers often reach reps with no context, forcing last-minute routing decisions. This flow attaches the invitee's phone context to the matching deal so reps can route calls and confirm meeting format within minutes.