Create deal engagement when recipient opens presentation link
Create deal engagement when recipient opens presentation link
Your team's presentation-open emails provide no deal context, leaving reps guessing what to say next. Log an engagement note on the related deal so reps and marketing ops can follow up within minutes.
Overview
Open-report emails are intent signals, but left unrecorded they don't help reps or campaigns. This flow captures presentation opens as a deal engagement so sales reps and marketing ops get context and can follow up within minutes. That visibility turns passive opens into timely outreach and cleaner reporting.