Create confirmed PD record and update CRM for booked sessions
Create confirmed PD record and update CRM for booked sessions
Your sent PD agreements aren't captured centrally, leaving program coordinators and billing without booking context. It logs the agreement link and updates CRM so sessions are invoice-ready same day.
Overview
When you send a PD agreement, this flow captures the shared link, creates a confirmed session record, and updates the CRM so program coordinators and billing never miss a booking. That means sessions are invoice-ready and visible to coordinators the same day.