Keep sales reps' CRM deals updated from bookings

Sales reps act on stale booking details, causing missed follow-ups and stalled deals. Keep CRM deals updated with booking dates, attendees and amounts so account reps follow up confidently.

Overview

Stale booking details cause sales reps to follow up with the wrong dates, attendee counts or amounts and risk losing deals. Keeping CRM deals aligned with booking changes ensures account reps act on accurate bookings, reducing missed follow-ups and keeping pipeline forecasts reliable.

Notable Features

Update deal records with bookings
Push participant counts to CRM
Flag cancelled bookings for review