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Update contact records when meetings are rescheduled in CRM

Update contact records when meetings are rescheduled in CRM

Your rescheduled meetings aren't reflected in contact records, so advisors miss updated context and prep. Keep contact timelines current so advisors reach out with accurate details same day.

Update contact records when meetings are rescheduled in CRM

Overview

When client sessions move, advisors need up-to-date context to bill and prepare. This flow writes the reschedule details straight to contact records and surfaces the new meeting info so advisors can follow up with accurate messages same day.

Update contact records when meetings are rescheduled in CRM