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Enroll scheduled phone appointments into nurture and log

Your scheduled phone-call bookings in contact database aren't enrolled into nurture, stalling coordinator outreach. Enroll and log each booking so coordinators can prepare and contact clients same day.

Enroll scheduled phone appointments into nurture and log

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Overview

When scheduled consult calls aren't enrolled, program coordinators can't prepare and timely outreach stalls. This flow enrolls and logs every scheduled phone booking automatically so coordinators can prepare and contact clients the same day.

Enroll scheduled phone appointments into nurture and log