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Add reschedule note to CRM and alert team channel

Your rescheduled strategy sessions often arrive without owner or new time, leaving reps unprepared and delaying outreach. This records the reschedule in CRM and alerts team within minutes.

Add reschedule note to CRM and alert team channel

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Overview

When sessions are rescheduled, reps need immediate visibility into new ownership and timing to keep outreach on track. This flow writes a reschedule note to the lead and posts a context-rich channel alert so reps see updated ownership and time within minutes.

Add reschedule note to CRM and alert team channel