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Create session tasks for booked contacts in CRM

Booked sessions land without follow-up, leaving coordinators scrambling and attendees underprepared. Create CRM tasks with due dates so coordinators can prepare before sessions.

Create session tasks for booked contacts in CRM

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Overview

When session bookings don't create scheduled work, coordinators scramble and students get inconsistent prep; this flow turns each booking into a CRM task with a clear due date and owner. Program leads gain visibility and coordinators receive tasks within minutes of booking.

Create session tasks for booked contacts in CRM