Update lead, create client folder after scheduled booking
Update lead, create client folder after scheduled booking
Your bookings reach advisors with no CRM context or session files, causing last-minute prep. Receive an updated prospect record and client folder ready before the meeting.
Overview
When a prospect books time, operations must hand advisors complete context and files. This flow updates the CRM, creates a client folder and session document, and emails the assigned advisor so prep happens before the appointment.