Create onboarding lead and session from new booking
Create onboarding lead and session from new booking
Your bookings without a lead record stall onboarding and leave coordinators missing context. Capture leads and create session records so coordinators can follow up same day.
Overview
Bookings that don't create leads leave your onboarding process blind and delay coordinator follow-up. This flow captures each booking into your lead and session tracker so coordinators have complete records and can act the same day.