Move deals to pricing stage after booking call

Your pricing call bookings without linked deals leave pipeline stage unclear and delay policy conversions. It updates the deal stage so reps see next steps the same day.

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Overview

When a prospect books a pricing consultation, your pipeline should reflect that immediately so reps know the next step. This flow links or creates the contact, ensures a deal exists, and moves that deal into the pricing-call stage so reps see the booking and can act the same day.