Add tax clinic referrals to CRM and assign call task
Add tax clinic referrals to CRM and assign call task
Your tax appointment bookings lack outreach context, leaving financial navigators without client details. That ensures navigators can contact clients two days before the appointment.
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Overview
When navigators lack timely contact context, pre-appointment outreach stalls and clients miss banking help. This flow captures booking details, creates a CRM record, sends a targeted intro email, and schedules a call task two days before the visit so navigators connect with clients ahead of the appointment.