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Update MQL and ping owner for new bookings

Update MQL and ping owner for new bookings

You get booked calls without owner context, so reps can't place confirmation calls and prospects cool off. Enable immediate owner alerts with account details so confirmations happen within minutes.

Update MQL and ping owner for new bookings

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Overview

Booked calls that lack owner context cause slow confirmations and lost momentum. This flow turns each scheduled call into an MQL, enriches the contact and company record, notifies the owner, and creates a five‑minute follow-up task so confirmations occur within minutes.

Update MQL and ping owner for new bookings