Keep business owners' deals scheduled with admission calls

Business owners see booked admission meetings leave follow-ups uncreated, causing deals to stall. Create a scheduled admission task on the deal and assign the owner so reps have a ready next step.

Overview

Business owners risk deals stalling when admission calls aren't created after a booking. This workflow ties each meeting to a deal task and assigns it to the deal owner, ensuring reps always have a clear next step and eliminating missed follow-ups.

Notable Features

Create deal-tied admission tasks
Assign tasks to deal owner
Notify owner and link to deal