Create appointment records from analysis updates for reps
Create appointment records from analysis updates for reps
When an analysis record is updated without a linked appointment, your field reps lack visit context and bookings slip. Create appointment records automatically so visits are scheduled same day.
Overview
When analysis results need follow-up, manual appointment creation slows scheduling and leaves reps underprepared. This flow captures name, address, contact, and proposed date automatically so coordinators and field reps receive appointment records within minutes, enabling same-day visits.