Mark CRM deal as demo finished and notify owner
Mark CRM deal as demo finished and notify owner
Your demo meetings end without CRM updates, leaving deals unlabeled and reps unclear. It updates deal and company records and notifies owners so follow-up happens same day.
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Overview
When demo outcomes don't flow back to the CRM, ownership and outreach windows slip. This flow writes a demo-finished flag to deal and company records, upserts attendees, and alerts owners on failures so reps can follow up the same day.