Z-001. Calendars & Confirmations
In this video we discuss how the automation Sends Confirmation & Reminders for appointments Scheduled on the 30 min, 15 min & team user's calendars. The call status workflows send the Client Meeting Status Form to the assigned user & update the pipeline stage.
WF Overview: Sends Confirmation & Reminders for appointments Scheduled on the 30 min, 15 min & team user's calendars. The call status workflows send the Client Meeting Status Form to the assigned user & update the pipeline stage.
Action Item: Add any other users to the appropriate team.
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