Customer success managers mark requests 'Call booked' on calendar

Customer success managers lose momentum when meetings are booked but request statuses remain stale, causing aging tickets. This update sets status to 'Call Booked' so support ops prioritize follow-up.

Overview

Missed status updates turn scheduled calls into aging tickets and lost momentum for customer success. This workflow flips requests to 'Call Booked' when meetings are created, so support ops prioritize active customers and teams report faster response times.

Notable Features

Update request status on booking
Alert support ops for priority follow-up
Log booking details to customer record