Create new contact and appointment for booked meetings
Create new contact and appointment for booked meetings
Your scheduled meeting invitees go unrecorded, leaving advisors without intake context and delaying follow-up. Capture invitees as contacts and create appointments so your team can prepare same day.
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Overview
When booked meetings aren't captured, advisors lose intake context and follow-ups fall behind. This flow records invitees as contacts and creates appointments so your advisors and client coordinators are prepared and can act the same day.