Update appointment with cancel label from pipeline change
Update appointment with cancel label from pipeline change
Your appointments lose cancellation context when a lead moves to canceled, leaving schedulers without an audit trail. Get labeled appointments with timestamped notes same day.
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Overview
When leads are moved to a canceled stage, schedulers lose cancellation context and rescheduling stalls. This flow tags the matching appointment and appends a timestamped note so coordinators see cancellation reasons within minutes and act faster.