Update contact record and log cancelled onboarding calls
Update contact record and log cancelled onboarding calls
Your onboarding bookings may be cancelled without updating contact records, leaving coordinators unaware of lost sessions. You get a cleared status and cancellation note so follow-up happens same day.
Overview
Cancelled onboarding calls often slip through without CRM updates, leaving coordinators scrambling to catch up. This workflow immediately clears the onboarding call status and logs a cancellation note on the contact so your team can see cancellations and act to rebook same day.