Move canceled appointment leads to archive and list
Move canceled appointment leads to archive and list
Your canceled appointment leads arrive untagged, so reps often call the same contact and waste outreach time. They are archived and added to a cancellation list so agents avoid duplicate calls same day.
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Overview
When canceled appointments arrive without status, reps keep calling the same homeowners and waste time. This flow archives and flags canceled leads so agents avoid duplicate outreach and clear call lists the same day.