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Create meeting records from bookings and attach deals

Create meeting records from bookings and attach deals

Your showing appointments arrive without deal context, causing slow follow-up and lost leasing momentum. It logs each booking and links it to the contact and deal for same-day follow-up.

Create meeting records from bookings and attach deals

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Overview

When showings come in without deal or contact context, follow-up lags and leasing momentum drops. This flow captures each booking, links it to the right deal and contact, and logs it in your tracking table so leasing leads can act the same day.

Create meeting records from bookings and attach deals