Create booking lead and send SMS confirmation to team
Create booking lead and send SMS confirmation to team
New bookings not logged centrally leave your coordinators without customer context. Capture booking details, send SMS confirmations, and have teams ready same day.
Overview
When bookings arrive they must become actionable leads or coordination breaks down and meetings go unprepared. This flow captures each booking as a lead, sends an SMS confirmation to the customer, and notifies owners so reps can follow up the same day.