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Create meeting and promote lead after demo watch

Your demo video watchers arrive without sales context, so reps miss timing and conversions slow. This creates a meeting record and advances the contact so reps can follow up same day.

Create meeting and promote lead after demo watch

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Overview

When a prospect watches your demo, timing matters — reps need context to convert interest. This flow creates a meeting engagement and advances the contact so reps can follow up same day, keeping momentum in the sales motion.

Create meeting and promote lead after demo watch