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Create demo completed log row for BD deals

Create demo completed log row for BD deals

Your demo completion events lack a consolidated handoff record, causing follow-up gaps and reporting friction. Capture each completed demo into a shared sheet so BD and ops act on it same day.

Create demo completed log row for BD deals

Overview

When a deal flips to the demo-completed stage, this workflow captures and enriches the record automatically so BD managers and ops have one reliable source of truth. That eliminates manual exports and ensures handoffs and contract steps happen the same day.

Create demo completed log row for BD deals