Create sales deal from consultation booking in CRM
Create sales deal from consultation booking in CRM
You get solar design consultation bookings with no linked deal, so reps lack pipeline context and handoffs stall sales. Create assigned deals and update contact status so outreach happens the same day.
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Overview
When consultation bookings arrive without an owned opportunity, reps lack context and outreach is delayed. This flow creates an assigned deal, updates contact status, and links records so program coordinators and sales reps can follow up the same day and keep pipeline reporting accurate.