Mark prospect record when exploration call is booked
Mark prospect record when exploration call is booked
Your exploration call bookings lack a matched prospect record, leaving advisors without contact context before meetings. Records are updated so advisors have booking details ready same day.
Overview
Advisors need client context before every high-net-worth meeting; unlinked bookings force manual searches and reduce prep time. This flow updates prospect records and posts a team note within minutes of a booking so advisors arrive prepared same day.