Create CRM contact and consultation record from booking
Create CRM contact and consultation record from booking
Your consultation bookings arrive without structured contacts or notes, making call prep manual and slow. Capture contact records and consultation notes so coordinators can begin outreach same day.
Overview
Every consultation booking should become a prepared lead, not a manual chore. This flow converts bookings into CRM contacts, marketing subscribers, consultation docs, and ops cards so enrollment coordinators can prepare and start outreach the same day. It reduces manual handoffs and ensures every prospect is ready for a timely follow-up.