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Create consult scheduling task for new client calls

Create consult scheduling task for new client calls

Your new-client calls arrive unlogged, leaving intake coordinators without contact or appointment context. Capture calls into consult tasks with contact and time so owners can act same day.

Create consult scheduling task for new client calls

Overview

Unlogged new-client calls create unnecessary admin and slow down consult booking; this flow captures every qualifying call into your board so intake coordinators always have the details they need. Consult tasks appear within minutes so owners can assign and act same day.

Create consult scheduling task for new client calls