Add missed demo leads to nurture list and note in CRM
Add missed demo leads to nurture list and note in CRM
Your demo bookings lack follow-up when attendees miss scheduled sessions, leaving reps without context. Reduce follow-up gaps by adding contacts to a re-engagement list and logging a CRM note same day.
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Overview
Missed demos often fall through the cracks and slow rebooking. This flow captures every missed-demo lead into a re-engagement list and records a CRM note, so support coordinators can rebook or respond same day and avoid backlog.