Create client meeting activity in CRM and record
Create client meeting activity in CRM and record
Your scheduled bookings sometimes miss CRM appointment entries, leaving advisors without meeting context. Adds appointment activities and a tracking row so planners can prepare same day.
Overview
Ensure every booked client meeting becomes a CRM appointment and a tracking row so advisors always have the meeting context they need. This closes prep gaps and gets planners ready to act on follow-up tasks the same day.