Create review leads after appointment completes for nurture
Create review leads after appointment completes for nurture
Your attended appointment records don't always reach review outreach lists, causing post-visit follow-up delays. Add attendees as review leads so you can start outreach same day.
Overview
Stop letting completed visits fall out of your post-visit review funnel. This flow converts completed appointments into review leads and records attendees in a tracking table so campaign managers can launch review outreach the same day.