For business owners: keep deals aligned with demo bookings

Business owners see demo bookings change while deal records lag, so reps miss follow-ups. Deals stay current when bookings change, so reps follow up promptly.

Overview

Outdated demo dates on deals let opportunities slip and stall pipeline. This workflow keeps deal demo dates and owner assignments aligned with bookings, eliminating missed follow-ups and keeping reps focused on closing.

Notable Features

Update deal demo dates on bookings
Assign deal owner from booking host
Alert sales reps on reschedules