Update lead board when a booking is rescheduled

Your scheduled bookings without updated owner, time, or notes leave coordinators and reps unprepared. Keep lead board entries and outreach tags current so teams can prepare that day.

Overview

Missed owner assignments and stale booking times cause handoff delays and unprepared reps. This flow captures every new or rescheduled booking into your lead board, assigns the right owner, and tags contacts for follow-up so teams can prep the same day.