Operations coordinators: update appointments on DNQ changes
Operations coordinators: update appointments on DNQ changes
Operations coordinators mark items DNQ, leaving the appointments table out of date and sales chasing stale flags. This flow writes DNQ to appointments so ops and sales see accurate status.
Overview
Mismatched DNQ flags force operations to reconcile records and make sales chase stale leads. This workflow ensures DNQ flows into your appointments table and removes manual reconciliation, giving ops and sales a single source of truth and zero missed qualification updates.
Notable Features
- Write DNQ to appointments table
- Detect board status changes
- Alert sales and ops on updates