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Create prospect intro events and rename call docs

Create prospect intro events and rename call docs

Scheduled intro bookings often lack a linked CRM event or call file, leaving advisors underprepared. It logs the meeting and updates the call file so advisors have context before meetings.

Create prospect intro events and rename call docs

Overview

Stop last-minute meeting prep and scattered call documents by logging booked intros to the CRM and updating the related call file automatically. Advisors receive meeting context same day, improving prospect conversations and reducing follow-up work.

Create prospect intro events and rename call docs