Update coaching call ticket with confirmed first-call date
Update coaching call ticket with confirmed first-call date
Coaching-call entries in your planning workspace don't reach the CRM, leaving facilitators without schedule context. CRM ticket is updated with call date so staff see schedule details same day.
Overview
Remove last-minute scheduling gaps that leave facilitators unprepared; keep coaching session tickets current so program coordinators and facilitators always see the confirmed call date. That means less manual follow-up and staff can prepare or reach out the same day.