Create scheduled meeting and reminders for accepted deals
Create scheduled meeting and reminders for accepted deals
Your accepted deals lack scheduled meetings or reminders, leaving reps unprepared for client visits. It creates meeting and reminder tasks so reps are ready before the visit.
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Overview
Accepted deals should kick off scheduling and prep automatically; this flow updates the deal and generates a calendar-ready meeting plus a day-before reminder so reps and implementation coordinators are prepared. Teams see meeting entries and reminders within minutes, removing last-minute scramble before client visits.