Update lead status and appointment date for showings
Update lead status and appointment date for showings
Your showing bookings often lack CRM status and appointment dates, leaving schedulers unable to prioritize visits. Updated lead status and dates give project managers the context they need same day.
Overview
Bookings that don't populate CRM fields create blind spots for schedulers and project managers. This flow writes the scheduled time and sets an appointment status on the lead so on-site teams get accurate context and can prepare same day.