Schedule viewing from cancellation email and update lead
Schedule viewing from cancellation email and update lead
Your inbox gets cancellation confirmations that leave viewings unscheduled and lead records stale. It creates an appointment and updates the lead so agents have calendar context to follow up same day.
Overview
When cancellation confirmations arrive, your agents stop manually checking inboxes and calendars; this workflow creates the viewing and updates the lead automatically. That keeps calendars accurate and gets agents ready to contact prospects same day.