Create CRM lead and assign owner from booking
Create CRM lead and assign owner from booking
Your in-person seller bookings aren't logged in your CRM, leaving agents without appointment context. Capture contact details, set lead stage, and create a follow-up task so agents act within minutes.
Overview
When an in-person seller booking is made, your agents need contact context and an assigned owner immediately. This flow converts bookings into CRM leads with stage and a verification task, so agents can respond and prepare within minutes.