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Create CRM meeting and link bookings to jobs

Create CRM meeting and link bookings to jobs

Phone consultation bookings arrive without CRM context, leaving schedulers and consultants unprepared. Link each booking to client and job records so consultants have context ahead of the call.

Create CRM meeting and link bookings to jobs

Overview

When bookings arrive without job or client links, schedulers and consultants waste valuable prep time. This flow captures each booking into CRM and links it to the client and job record so consultants have context within minutes ahead of the call.

Create CRM meeting and link bookings to jobs