Keep sales reps' calendars and lead records aligned

Sales reps miss updated appointment times when returning invitees reschedule, causing follow-ups to hit wrong contacts and deals to stall. Updates CRM and tracking sheets so reps follow up.

Overview

Missed appointment updates cause sales reps to follow up with the wrong attendees and let deals stall. Keeping CRM and your shared tracking sheet aligned ensures reps contact the right people, preventing stalled deals and reducing manual updates.

Notable Features

Update CRM records on reschedule
Update shared tracking sheet rows
Alert assigned sales rep of changes