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Update CRM contact phone after client discovery booking

Update CRM contact phone after client discovery booking

Discovery bookings often lack phone numbers, leaving intake staff unable to confirm or prepare. This fills contacts with the provided phone so your team has a number before the appointment.

Update CRM contact phone after client discovery booking

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Overview

Missing phone numbers slow intake for estate planning clients and leave coordinators scrambling before calls. This flow captures phone answers from new bookings and updates contact records so intake staff have a reachable number within 30 minutes and can prepare ahead of the appointment.

Update CRM contact phone after client discovery booking