Business owners: keep setter tracker accurate after reschedules

Business owners see outdated demo-scheduled rows cause missed or duplicate follow-ups. This keeps the setter tracker accurate so setters act on current appointment records.

Overview

Outdated demo-scheduled rows create missed and duplicate follow-ups that stall conversion. This workflow removes old demo-scheduled entries and records reschedules directly in the setter tracker, so operations and setters act on reliable appointment records. The result is smoother handoffs and far fewer missed follow-ups.

Notable Features

Update setter tracker on reschedule
Remove previous demo-scheduled rows
Alert operations and setters for follow-up