Keep accurate consultation activity records for business owners

Business owners see appointment status changes leave consultations stale, causing missed follow-ups and inaccurate activity histories. Ensure activities are marked attended so sales reps follow up.

Overview

Missed or stale consultation activities create lost follow-ups and muddy pipeline forecasts. Keep CRM activities marked attended and complete so sales reps act on accurate history and customers report faster response times.

Notable Features

Mark consultation activities as attended
Set activity status to complete
Notify sales reps of updates