Create booking intake record when deal reaches booking stage
Create booking intake record when deal reaches booking stage
Deals moved to booking often lack referral or billing details, causing scheduling delays and missed invoices. Ensure coordinators receive full intake so appointments and billing proceed same day without manual handoffs.
Overview
When deals enter your booking stage, missing referral or billing details create manual work for schedulers and delay revenue. This flow captures the deal context, normalizes key fields, and fires the intake workflow so coordinators and billing can act the same day.