Post-Consult Profile
Takes about a minute. Sets the appointment outcome and files the profile to Follow Up Boss.
This writes straight to the appointment's outcome field.
Straight from the conversation — this becomes a structured note on the record.
Who has a say in this move?
What would change about their life if they pull this move off?
When do they need to be moved — and what happens if they miss it?
Writes to Follow Up Boss — sets the appointment outcome and adds the profile note. Nothing is sent to the customer.
outcomeId: 4 (Consult Completed – moving forward)