Construction sales ops: add city to discovery calls
Construction sales ops: add city to discovery calls
Sales ops at construction firms see discovery calls missing city info, causing reps to misjudge logistics. This adds client city to calendar events so reps get location context for prep and follow-up.
Overview
When discovery calls lack city context, field reps can arrive unprepared and site logistics slip. This workflow ensures every booked call shows the client city in the calendar, giving reps clear location context and leading to fewer on-site mix-ups—field reps report clearer handoffs and smoother prep.
Notable Features
- Add client city to titles
- Extract city from event description
- Notify assigned rep in calendar