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Add group demo bookings to CRM and assign owner

Add group demo bookings to CRM and assign owner

Your group demo bookings can arrive without a matching contact or assigned owner, leaving reps without demo details for outreach. It creates or updates the contact and assigns an owner within minutes.

Add group demo bookings to CRM and assign owner

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Overview

When group demos book, reps need a contact record and a clear owner to act fast. This flow captures or updates the contact, attaches the demo time, and assigns an owner so follow-up happens within minutes.

Add group demo bookings to CRM and assign owner