Update or create deal from new consultation appointment
Update or create deal from new consultation appointment
Your consultation appointments arrive without a linked deal, leaving agents lacking scheduling context. It creates or updates deals so agents have appointment fields and schedule context same day.
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Overview
Unlinked consultation appointments create blind spots in your pipeline and slow agent follow-up. This flow ties appointments to deals and pushes appointment dates into the CRM so agents and pipeline managers can act with full context same day.