Freeze tasks when appointment is set
A
Aaron Wallach
when a sales rep sets an appointment with a customer, all future tasks should either freeze or not fire until the appointment/outcome from the appointment. Rather than they book an appointment and all follow up tasks continue to fire. The only tasks after booking should be a confirmation.
Shelby Parker
Thanks for flagging this, Aaron Wallach — totally hear you on the workflow friction here. Having follow-up tasks keep firing after an appointment is booked isn’t ideal, and the “freeze until outcome + only send a confirmation” approach makes a lot of sense. I’m sharing this with the team for review, and we’ll follow up if we need any additional details on your setup/use case.