Update CRM activity with one-day consult calendar notes
Update CRM activity with one-day consult calendar notes
Your initial consultation calendar events often lack notes, so follow-ups miss client context and slow estimate preparation. Push notes into the CRM activity so you have client context the same day.
Overview
When initial consultation meetings aren't logged with notes, homeowner follow-ups and estimates stall and require manual catch-up. This flow captures calendar event details and writes them into the matching CRM activity, giving you and your project coordinators complete meeting context the same day.