Send new appointment notifications to regional crew channels
Send new appointment notifications to regional crew channels
Your CRM appointment records sometimes reach the wrong team, causing late arrivals and missed installs. It routes assignments to the right regional crew channel so teams prepare same day.
Overview
When appointment records land in the wrong channel, crews miss details and installs get delayed; this routes CRM appointments to the correct regional crew channel and mentions the assigned member so coordinators and installers get the full assignment. Teams see assignments within minutes and can prepare the same day, reducing last-minute reschedules.