Create CRM follow-up activity from new client booking
Create CRM follow-up activity from new client booking
Booked meetings arrive without a CRM task, so advisors miss prep context and follow-up ownership. The workflow creates a CRM follow-up so coordinators and advisors are ready before meetings.
Overview
When meetings are booked but not recorded, advisors lack prep context and follow-ups fall through the cracks. This flow creates CRM follow-up activities within minutes of a booking, giving coordinators and advisors context, ownership, and readiness before meetings.