Create client enquiry and assign discovery booking to CRM
Create client enquiry and assign discovery booking to CRM
Your discovery bookings arrive without structured intake, leaving advisers missing client context and causing prep gaps. The workflow creates enquiry records and assigns owners so meetings are ready same day.
Overview
Bookings often land without intake or an assigned owner, leaving advisers underprepared. This flow captures each booking as an enquiry, assigns ownership, and enriches client records so meetings are ready same day and handoffs are consistent.