Business owner: prevent appraisal appointment mismatches

Business owners juggling appraisals risk missed or duplicate appointments that leave schedulers with conflicting calendars. Keep calendars aligned so schedulers and agents share one accurate appointment and avoid double-bookings.

Overview

Missed or duplicate appraisals create scheduling chaos and frustrate schedulers and agents. This flow keeps CRM updates reflected as calendar events so everyone uses one accurate appointment source, eliminating double-bookings and enabling reliable handoffs.

Notable Features

Create calendar events from CRM
Update events when dates or stage change
Delete events for canceled appraisals