Capture project managers' booked calls as sales deals

Project managers juggling booked calls leave account executives without pipeline entries, risking stalled deals. Create a deal when a call is booked so account executives can begin follow-up.

Overview

Booked calls without a pipeline record create manual handoffs and stalled opportunities. This workflow ensures a deal record is opened for the assigned account executive when a call is booked, eliminating manual entry and preparing follow-up work. Project managers and sales leaders report smoother handoffs and fewer missed first touches.

Notable Features

Create deal from booked calls
Assign deal to account executive
Add follow-up tasks and reminders