Send new meeting allocation email to assigned consultant
Send new meeting allocation email to assigned consultant
Your CRM allocations fail to notify consultants, causing unprepared visits and scheduling gaps. This sends appointment details to the assigned consultant so they can prepare and confirm same day.
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Overview
When deals are marked for allocation, your consultants need appointment details immediately to avoid last-minute scrambles. This flow delivers those details to the assigned consultant within minutes of allocation, removing manual handoffs and reducing same-day scheduling gaps.