Send meeting notification to assigned adviser and CRM
Send meeting notification to assigned adviser and CRM
Round‑robin bookings can arrive without clear ownership, leaving advisers underprepared. You get context‑rich emails sent to the assigned adviser and CRM so meetings are ready.
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Overview
Unrouted bookings mean advisers arrive unprepared and CRM records fall behind. This flow routes round‑robin bookings into context‑rich emails to the assigned adviser and CRM within minutes, so meetings are staffed and records stay current ahead of the appointment.