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Create central sales call events from rep calendar bookings

Create central sales call events from rep calendar bookings

Your reps' Intro Call and Demo bookings on personal calendars are often missed by the team, leaving follow-ups unassigned. Create shared sales call events so follow-ups occur same day.

Create central sales call events from rep calendar bookings

Overview

Missing sales calls in the shared calendar creates coordination gaps and slows follow-up. This flow automatically copies qualifying rep meetings into the team sales calendar so ops and AEs have consistent context and can act the same day.

Create central sales call events from rep calendar bookings