Update lead stage and record when video call schedules
Update lead stage and record when video call schedules
Your scheduled video calls aren't reflected in CRM or prospect records, so agents miss context and prep. Update stages and log prospects automatically so agents are prepared before the meeting.
Overview
When a prospect books a video call, agents need context immediately or follow-ups stall. This flow marks the contact as scheduled and logs the appointment into your prospect table so agents are prepared before the meeting.