Update client record and confirm next steps call
Update client record and confirm next steps call
Next Steps Call bookings often lack updated client records or assigned follow-ups, leaving coordinators unprepared. The flow updates records, creates a task, and sends a same-day confirmation SMS.
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Overview
When a Next Steps Call is booked, coordinators need context and clients need immediate confirmation. This flow updates the client and opportunity records, creates a support follow-up task, and sends a same-day SMS so your team can prepare ahead of every call.