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Create consult opportunity from event and assign owner

Create consult opportunity from event and assign owner

When client events aren't linked to households, you lose contact context and miss follow-ups. Attach consult opportunities to households so planners have pipeline tasks ready within three business days.

Create consult opportunity from event and assign owner

Overview

Unlinked consult bookings create noise and let follow-ups slip — costing time and client momentum. This flow parses booking details, attaches events to the correct household, and spins up a consult opportunity so your planners see actionable pipeline items within three business days.

Create consult opportunity from event and assign owner