Move deal after booking completes for faster follow-up
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.
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.