Create lead record from new booking details instantly
Create lead record from new booking details instantly
Your consult bookings sometimes lack structured contact and intake details, leaving teams unprepared. Add contact and intake notes to leads so staff can outreach and prep same day.
Overview
When consult bookings arrive without structured contact context, follow-up slows and reps are poorly prepared. This flow turns each booking into a complete lead record and tags the source so reps can outreach and prep the same day.