Add demo form responses to sales table and tag unfit leads
Add demo form responses to sales table and tag unfit leads
Your demo request form entries are untracked, causing scheduling delays and handoff confusion for CSMs. They are added to your sales table and labeled for triage, improving response time within minutes.
Overview
Unstructured demo requests create manual busywork and slow response times for CSMs. This flow captures every demo submission into your sales dataset, flags unqualified (student) entries, and surfaces in-app requests for immediate triage within minutes.