Alert acquisition sales reps when EHR demos book

Acquisition sales reps miss EHR demo bookings in busy calendars, causing delayed opportunity creation and lost momentum. Instant alerts notify reps so opportunities are created and outreach prioritized.

Overview

Missed or buried demo bookings let deal momentum slip and competitors respond first. This workflow alerts acquisition reps the moment an EHR demo is booked, creates an opportunity draft, and flags priority outreach so reps can act and response times drop dramatically.

Notable Features

Notify acquisition reps on booking
Create opportunity draft in CRM
Flag high-priority demos for outreach