Lead dietitians move client appointments to booked opportunities
Lead dietitians move client appointments to booked opportunities
Lead dietitians create appointments that leave opportunities outdated, delaying onboarding. It marks the opportunity as booked from calendar events, ensuring pipeline accuracy and prioritized onboarding.
Overview
Lead dietitians risk onboarding delays when calendar bookings don't update CRM, causing client handoffs to stall. This workflow moves opportunities to booked as appointments are created and alerts the assigned rep and dietitian, eliminating pipeline blind spots so onboarding is prioritized. Practices report faster response times and far fewer missed follow-ups.
Notable Features
- Move opportunity to booked stage
- Notify sales reps and dietitian
- Keep pipeline accurate for onboarding