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Create demo lead, log details and notify reps

Create demo lead, log details and notify reps

Your demo bookings without CRM records leave reps without context and delay outreach. Adds contacts, deals, and an internal alert so reps can follow up same day.

Create demo lead, log details and notify reps

Overview

When demos are booked, reps need contact records and context immediately to convert interest into attendance. This flow captures demo bookings as leads, logs them, and alerts the assigned rep so follow-up happens same day.

Create demo lead, log details and notify reps