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Update subscriber and mark screening board entry as booked

Update subscriber and mark screening board entry as booked

Your bookings lack unified prospect tags and board status, causing duplicate outreach and manual triage. It updates subscriber flags and marks board items so coordinators see booked prospects same day.

Update subscriber and mark screening board entry as booked

Overview

When prospects book, your outreach and screening must reflect that status immediately to avoid duplicate contact. This flow updates the marketing profile and the screening board so franchise development managers see booked prospects within minutes for same-day follow-up.

Update subscriber and mark screening board entry as booked