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Create booking event from won deal for operations

Create booking event from won deal for operations

You miss handoff details when won deals aren't turned into booking events, leaving crew without itinerary or pickup instructions. Add calendar events with trip details so coordinators and crew have schedules same day.

Create booking event from won deal for operations

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Overview

Closed deals should automatically become operational bookings so coordinators and crew aren’t left piecing together trips. This flow converts won deals into calendar events with trip notes, attendees, and reminders so your operations team has actionable schedules same day.

Create booking event from won deal for operations