Add presented consultation contacts to sales records fast

Your presented consultation records often lack contract links and clean contact details, delaying sales handoffs and followup. Capture, enrich, and tag these contacts so reps can follow up same day.

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Overview

When presented consultations don't reach your lead database, reps waste time rebuilding context and contract links. This flow captures the consultation event, enriches the contact with a contract link and routing tag, and assigns an owner so outreach happens the same day.