Add scheduled meeting rows to sales rep dashboard
Add scheduled meeting rows to sales rep dashboard
Your scheduled meetings aren't recorded centrally, leaving reps without attendee context or prep. You get dashboard rows for each booking so reps can follow up same day.
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Overview
When bookings aren't logged, reps miss attendee context and follow-ups slip. This flow writes every qualifying booking into your shared sales dashboard so reps and managers see who, when, and owner details and can act the same day.