Create qual call task from scheduled prospect booking

Your bookings arrive without a follow-up task, leaving reps with no attendee context for qualification calls. You get a qual-call task assigned with details so reps can prepare before the meeting.

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Overview

When prospects book, reps need full context immediately; this flow creates a qual-call task with attendee details and assigns it so reps can prepare. That means fewer missed follow-ups and every booked call has an owner ahead of the meeting.