Add scheduled refresher invitees to CRM contact records
Add scheduled refresher invitees to CRM contact records
Your refresher bookings lack attendee contact and context, so your rental team can't prepare for policy walkthroughs. Save attendee records, opt-ins, and tags so outreach and reminders happen same day.
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Overview
When refresher bookings don't populate the CRM, your team lacks attendee context and follow-ups stall. This flow captures invitees, preserves opt-in and tags, and gets contact data into your CRM so outreach and reminders can happen the same day.