Update contact owner for certified pet-expert meetings in CRM

Your consultation meetings for certified pet experts often lack a mapped contact owner, leaving reps unprepared and follow-ups delayed. Reps can act same day with a mapped owner on the contact.

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Overview

Unassigned consultation meetings create friction for reps and slow client follow-up; this flow removes that handoff friction by stamping a responsible owner onto the contact record. The result: reps have clear ownership and can act the same day, shortening response times and improving client experience.