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Create sales booking record with intake notes for reps

Create sales booking record with intake notes for reps

Your consultation bookings lack intake context, leaving enrollment coaches without source or prep details. Capture booking and survey data into a central row so reps can follow up same day.

Create sales booking record with intake notes for reps

Overview

When bookings arrive without intake context, enrollment coaches and reps waste time chasing details and prospects grow cold. This flow captures appointment fields and survey answers into a consultation note and a single tracking row, enabling same-day outreach with full context.

Create sales booking record with intake notes for reps