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Create follow-up calls and QA tasks for demos

Create follow-up calls and QA tasks for demos

Your demo records for robot mowers and vacuums can leave reps without next steps, delaying customer follow-up. Create scheduled follow-up calls and a verification task so reps contact customers promptly.

Create follow-up calls and QA tasks for demos

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Overview

When demo activities are logged inconsistently, customers wait and reps lose momentum. This workflow turns demo records into scheduled follow-up calls and verification tasks so support coordinators can follow up the same day and managers get clear handoffs.

Create follow-up calls and QA tasks for demos