Business owners: ensure consultants get allocated deal details
Business owners: ensure consultants get allocated deal details
Business owners miss consultant allocations when deal stages change, causing last-minute schedule gaps. It notifies assigned consultants when deals move to Allocated so schedules stay confirmed.
Overview
Missed allocations create last-minute schedule chaos and frustrated consultants. This workflow pushes Allocated deals to the assigned consultant with appointment details and a deal link, eliminating scheduling gaps and enabling quicker confirmations. The result is fewer surprises and more reliable consultant schedules.
Notable Features
- Send email with appointment details
- Attach deal link and checklist
- Alert consultants on stage change