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Create demo leads from booked meetings for enrollment teams

Create demo leads from booked meetings for enrollment teams

Your scheduled demo bookings arrive without UTM or assigned owner, causing enrollment reps to miss priority outreach. Capture leads with UTM and owner assignment so reps can begin follow-up same day.

Create demo leads from booked meetings for enrollment teams

Overview

When prospects book demos, enrollment teams need clear source and owner context to act quickly. This flow converts each booked meeting into a lead with preserved UTM and an assigned owner so reps can start outreach the same day.

Create demo leads from booked meetings for enrollment teams