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Update past appointment records and move contacts to nurture

Update past appointment records and move contacts to nurture

Your appointments end without status updates, leaving contact records stale and follow-ups unclear. It updates appointment status and contact records so reps have clear next steps same day.

Update past appointment records and move contacts to nurture

Overview

Meetings often finish without leaving a trace in your pipeline, which stalls follow-ups and handoffs. This flow marks appointments complete and updates contact stages so reps and coordinators see accurate next steps same day.

Update past appointment records and move contacts to nurture