Update CRM record, log appointment, and text client
Update CRM record, log appointment, and text client
Your check-in records miss CRM and log updates, leaving coordinators without contact context. It updates the CRM deal, creates a transmission row, and texts the client for same-day follow-up.
Overview
Check-ins often leave CRM records and logs out of sync, forcing coordinators to chase contacts. This flow updates the deal, logs the transmission, and texts the client so coordinators can act and follow up same day.