Update referral lead status from new appointment record
Update referral lead status from new appointment record
Your appointment records often miss partner linkage, leaving referral leads unflagged and slowing partner outreach. The workflow flags consented referrals so coordinators can act on them same day.
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Overview
When appointment records lack partner linkage, referral leads go unnoticed and outreach stalls. This flow marks consented referrals automatically so partner coordinators and sales can prioritize outreach and act the same day.