Update CRM activity and schedule record on cancellation
Update CRM activity and schedule record on cancellation
Your client meeting cancellations aren't reflected in CRM and scheduling records, leaving coordinators without context for timely follow-up. This updates CRM activity and your scheduling table so coordinators can reassign tasks same day.
Overview
Cancellations without CRM updates create extra manual work and missed outreach windows for your client coordinators. This flow updates the scheduling table and CRM activity automatically so staff see the cancellation and can reassign prep and notify advisors same day.