Advance deal stage when session books for owner

Your booked sessions leave opportunities in the wrong stage, making reps miss prep and skewing forecasts. This updates opportunity status so reps and managers have accurate pipeline view same day.

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Overview

Booked sessions that don't update deal stages create forecast noise and leave reps unprepared. This flow flips the deal stage and assigns the right owner as soon as the lead appears in your smart view, so managers see accurate pipeline within minutes.