Log client booking events into the operations table
Log client booking events into the operations table
Your scheduled client bookings often arrive without linked CRM context, delaying follow-up and adviser prep. It captures booking details into a central table so ops and advisers can act the same day.
Overview
When advisers book touchpoints, missing CRM links force manual lookups and slow follow-up. This flow logs booking details into a central operations table and raises tasks for unknown contacts so your team has client context for same-day outreach and compliance-ready records.