Clinic staff capture consults, create contact and deal
Clinic staff capture consults, create contact and deal
Booking coordinators lose purchase context when orders don't create CRM contacts, leaving consults unscheduled. Creates contact, adds intake notes, and opens consult deal so scheduling begins.
Overview
Booking coordinators risk unscheduled consults and lost revenue when purchase records never land in the CRM. This workflow ensures every purchase creates a contact, intake notes, and a consult-stage deal so coordinators can schedule consults without manual handoffs, reducing missed follow-ups and enabling faster handoffs between sales and operations.
Notable Features
- Create CRM contact on purchase
- Attach intake notes to deal
- Notify booking coordinators instantly