Prep meetings with lead reminders and automated follow-ups
Prep meetings with lead reminders and automated follow-ups
Your upcoming appointment events miss parsed lead details, leaving agents underprepared. Get agent reminders and CRM prompts so details reach the right owner ahead of the meeting.
Overview
When calendar events arrive without clear lead context, your reps waste prep time and risk missing lender conversations. This flow extracts event details, sends a 90‑minute reminder to the assigned owner, and enqueues a post‑visit CRM prompt so details and follow-up arrive ahead of and after meetings.