Update CRM appointment record when client cancels meeting
Update CRM appointment record when client cancels meeting
Your scheduled client meetings can stay active in CRM after cancellations, making advisors prepare for calls that won't happen. It marks activities in CRM so coordinators see cancellations same day.
Overview
When a client cancels, your CRM should reflect that change immediately so advisors and coordinators stop preparing for calls that won't happen. This flow updates activity records and surfaces cancellations same day, reducing missed outreach and preventing billing mistakes before the next billing run.