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Create calendar appointments and attach to deal records

Create calendar appointments and attach to deal records

You miss crew prep when appointment-marked deals don't create visit events with rep and site details. Gain consistent calendar events and deal links so teams can prepare and dispatch same day.

Create calendar appointments and attach to deal records

Overview

Missed or poorly scheduled appointments create prep gaps, dispatch delays, and unhappy customers. This flow creates calendar events, links them to the deal, and routes by trade so project managers and dispatch can act the same day.

Create calendar appointments and attach to deal records