Add scheduled consult invitees to CRM for advisors before SLAs lapse

Your scheduled consult invitees arrive without CRM records, causing missed prep and delayed follow-up that weakens conversion. Advisors get contact records and meeting context so outreach happens by the next workday.

Add scheduled consult invitees to CRM for advisors before SLAs lapse

Add scheduled consult invitees to CRM for advisors before SLAs lapse