Health and wellness sales ops: create central discovery records

Sales ops lose discovery booking details when stage changes aren't logged, leaving reps without appointment context and risking missed trial follow-ups. It creates one booking record so sales ops and reps start follow-up with full context.

Overview

Missed or inconsistent discovery booking data causes reps and trainers to chase context instead of closing trials. This workflow captures every discovery booking into a single source so sales ops and reps always have full appointment and contact details, reducing missed follow-ups and enabling faster handoffs.

Notable Features

Create centralized booking record
Map contact and appointment details
Notify assigned reps immediately