Mark scheduled draft calls in your tracking sheet
Mark scheduled draft calls in your tracking sheet
Your draft-call bookings sit in the scheduler without a matching tracking row, so coordinators miss prep context and next steps. The sheet is updated so reps see booked prospects same day.
Overview
When discovery or draft calls are booked but not reflected in your tracking sheet, reps and coordinators lose momentum and miss outreach windows. This flow automatically flags booked draft calls so the team sees who is ready and can act same day.