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Create partner deal and activity from rebooked appointment

Create partner deal and activity from rebooked appointment

Your rebooked appointments aren't copied to partner pipelines, leaving reps without context for outreach. Creating the partner deal and activity gives reps full context for same-day follow-up.

Create partner deal and activity from rebooked appointment

Overview

When rebooked benefits enrollment appointments fail to appear in partner pipelines, partner reps lose context and outreach stalls. This workflow creates the partner deal, organization, contact, and booking activity so partner managers can follow up same day with full context.

Create partner deal and activity from rebooked appointment