Move scheduled meetings to your project meeting list
Move scheduled meetings to your project meeting list
Your booked client meetings often don't appear on project cards, leaving engagement leads without prep context or next steps. Move cards into the meeting queue so your team can prepare same day.
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Overview
When bookings don't update your project board, engagement leads scramble and prep is delayed. This flow moves the right card into the meeting queue so owners see scheduled sessions within minutes and can prepare same day.