VP of development: capture appointments into deal tracking
VP of development: capture appointments into deal tracking
Vice presidents of development miss appointments buried in calendars, risking lost showings and commissions. It writes appointments into the deal table the day before so sales and development coordinate.
Overview
Missed or unrecorded client appointments cost commissions and stall closings. This workflow ensures upcoming meetings become deal-status records the day before, so sales and development coordinate timely follow-up and keep pipeline visibility accurate.
Notable Features
- Create deal-status records from calendar
- Notify sales and development instantly
- Keep pipeline appointment data consistent