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Create scheduled demo opportunity and notify assigned owner

Create scheduled demo opportunity and notify assigned owner

Your demo bookings lack CRM context, leaving reps unprepared. Owners get context and time to prepare; the workflow updates the lead and notifies the owner within minutes.

Create scheduled demo opportunity and notify assigned owner

Overview

When a candidate books a demo, your reps need full context right away; this flow updates CRM records, creates the demo opportunity, tags marketing, and alerts the owner within minutes. That means fewer unprepared calls, cleaner handoffs, and faster follow‑up before the appointment.

Create scheduled demo opportunity and notify assigned owner