Mark cancelled booking and update enquiry record for boilers
Mark cancelled booking and update enquiry record for boilers
Your boiler bookings and enquiry tracker go out of date when appointments are cancelled, leaving coordinators unaware. Get booking status to coordinators and field teams within minutes.
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Overview
Cancellations often leave your enquiry sheet and CRM out of sync, which delays reassignment and follow-ups. This flow marks the enquiry and flags the contact so coordinators and field teams see cancellations within minutes and can act immediately.