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.
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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.