Add retirement session bookings to advisor lead tracker

Your scheduled retirement sessions go unrecorded, leaving advisors without booking context and prep time. Add each booking to the lead tracker so advisors have meeting-ready records same day.

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Overview

Unlogged bookings leave advisors without context and reduce meeting effectiveness. This flow captures every booked retirement session into the advisor's lead tracker and monthly summary, delivering meeting-ready records to client services and advisors within minutes.