Update deal signing meeting date from scheduled booking
Update deal signing meeting date from scheduled booking
Your signing bookings aren't syncing to deals, leaving coordinators without a recorded meeting date for case preparation. It writes the signing date to the deal so prep and outreach occur same day.
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Overview
Bookings that never reach the CRM leave coordinators blind to appointment context and delay case prep. This flow writes the confirmed signing date directly onto the deal so client services can prepare and reach out the same day.