Create session record and task for new booking
Create session record and task for new booking
Your mentor bookings lack session records, leaving coordinators unable to prep or track attendance. Create a session record and prep task so coordinators have clear next steps same day.
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Overview
When mentor bookings arrive without structured records, coordinators scramble and sessions go unrecorded. This flow captures booking details as a CRM session and spins up a prep task so coordinators can act and mentors are prepped same day.