Add new appointment bookings to nurture lead list
Add new appointment bookings to nurture lead list
Your new appointments often arrive without prospect records, leaving front-desk and sales teams without contact context for consults. Capture and update prospect records so reps can reach out before the appointment.
Overview
Every booking should become an actionable lead with context — this flow turns new appointments into prospect records so your reps have the info they need. That means faster outreach and better preparation ahead of the scheduled consultation.