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Create triage task for qualifying bookings in your tracker

Create triage task for qualifying bookings in your tracker

Your booked consultations arrive without a central record, leaving phone and intake details scattered. Capture each qualified booking into a sheet and task so coordinators have context same day.

Create triage task for qualifying bookings in your tracker

Overview

As a retirement advisor, every booking is an opportunity—missing contact details or prep time weakens client experience. This flow captures qualifying bookings into your tracker and creates a task so coordinators see contact and appointment context the same day.

Create triage task for qualifying bookings in your tracker