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.

Update coaching call ticket with confirmed first-call date

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.

Update coaching call ticket with confirmed first-call date