Log booked appointments and update lead booking stage
Log booked appointments and update lead booking stage
Your CRM's booked appointment activities lack a central log, leaving reps without appointment context. Capture each booking into a shared sheet and tag leads so reps have context within minutes.
Overview
When booked appointments are only recorded in CRM activities, reps lose context and follow-ups become manual. This workflow writes each booking to a central sheet and flags the lead's booking stage so reps and coordinators get full context within minutes.