Notify acquisition team of new booked demo meetings
Notify acquisition team of new booked demo meetings
You miss attendee context when EHR demo bookings aren't routed to acquisition, causing slow follow-ups and stale opportunities. The workflow alerts reps with meeting details so opportunities are created same day.
Overview
When demo bookings don't reach acquisition, reps lack context and follow-ups stall. This flow delivers meeting details to acquisition reps immediately so they can create opportunities and begin outreach the same day.