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Create scheduled call tasks and time blocks for meetings

Create scheduled call tasks and time blocks for meetings

Your scheduled CRM call records go untracked, leaving partners without prep context and unrecorded time. It creates meeting tasks with time blocks so billing and prep happen same day.

Create scheduled call tasks and time blocks for meetings

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Overview

When scheduled call activities are left untracked, partners lose prep context and time goes unbilled; this flow turns those CRM activities into assigned meeting tasks with start/end time blocks. That gives partners and case managers immediate context and billing-ready time entries the same day.

Create scheduled call tasks and time blocks for meetings