Update account record when client books planning session
Update account record when client books planning session
Your planning session bookings arrive without CRM context, leaving advisors and operations unprepared. The workflow flags the client account so advisors receive booking status ahead of the meeting.
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Overview
When clients book planning sessions, advisors and operations need booking context instantly to prepare. This workflow flags the client account in the CRM the moment the session is scheduled, so your teams see booking status within minutes and arrive prepared ahead of the meeting.