Update deal stage when initial consultation is scheduled
Update deal stage when initial consultation is scheduled
You lose deal context when bookings arrive without pipeline updates, leaving reps unprepared and follow-ups delayed. Update deals automatically so your counselors can act before the consultation.
Overview
When an initial consultation is booked, your mentors and admissions counselors need deal context immediately; otherwise outreach is generic and preparation slips. This flow updates the CRM deal and surfaces booking details within minutes so reps can personalize outreach and be ready before the session.