Create sales deals from demo conversions for support ops

Support ops miss demo-to-signup contacts, causing missed follow-ups and poor opportunity handoffs for sales reps. Create detailed deal records with meeting and analytics so sales reps follow up soon.

Overview

Missed demo-to-signup handoffs stall pipeline and leave sales reps without meeting context. This flow captures meeting and analytics details into complete deal records so support ops hands off ready opportunities, driving faster follow-ups and dramatically fewer missed handoffs.

Notable Features

Create deal records with meeting details
Attach analytics and referral data
Notify assigned sales rep instantly