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Create deals from booked sessions and assign owners

Create deals from booked sessions and assign owners

Your booked orientation sessions arrive without CRM deals, so reps and the founder lack context for outreach and handoffs. Create deals and assign owners so outreach happens ahead of the call.

Create deals from booked sessions and assign owners

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Overview

When someone books an orientation call, this flow creates a CRM deal, assigns the right owner, and captures session context so your founder and reps are ready. That reduces manual entry and gets outreach started within minutes before the session.

Create deals from booked sessions and assign owners