Real estate: get onboarding tasks when clients book calls

Project managers in real estate lose client details when success calls are booked, leaving onboarding unready and risking commissions. It creates a task with contact and timing so success can prepare.

Overview

Missed client prep on onboarding calls can delay closings and put commissions at risk. This workflow turns every booked success call into a prepared task with contact and timing routed to the right owner, preventing missed follow-ups and keeping onboarding calls ready.

Notable Features

Create project task on booking
Attach contact and timing details
Route task to assigned owner