Move deal after booking completes for faster follow-up

Your booking completions often don't update opportunities, leaving enrollments untracked and outreach delayed. Get pipeline stages updated and follow-up triggered same day.

Move deal after booking completes for faster follow-up

Overview

Completed bookings should move deals forward, not sit as manual to-dos. This flow updates opportunities and attaches booking context automatically, so program coordinators can act on consults same day and keep enrollment momentum.

Move deal after booking completes for faster follow-up