Create CRM lead and schedule activity from booking
Create CRM lead and schedule activity from booking
Your bookings arrive without CRM contacts, leaving admissions unable to prepare prospect context. Add contact, deal, and meeting so reps have context before the call same day.
Overview
When bookings don't become CRM records, admissions waste time prepping and first calls lack context. This flow captures each booking into the CRM, creates a contact and deal, and schedules the meeting so reps can follow up the same day.