Create consult record from updated lead spreadsheet row
Create consult record from updated lead spreadsheet row
Your consult conversions in the leads sheet go untracked, causing missed bookings. Log each conversion to a consult sheet so your front desk can prioritize bookings the same day.
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Overview
If consult conversions aren’t recorded, follow-ups stall and bookings are lost; this flow captures conversions from your lead sheet into a consult tracking worksheet and flags the original row. Your front-desk will see new consults instantly and can act the same day to secure bookings.