Record demo bookings as scheduled calls for sales reps

Sales reps miss demos when opportunities reach Direct Demo Booked, causing missed follow-ups. A scheduled-call record is created so reps and managers get an auditable pipeline and faster handoffs.

Overview

Missed demo logs create follow-up gaps and noisy pipelines for sales reps. This workflow turns every Direct Demo Booked into a scheduled-call record so reps and managers have an auditable pipeline, reducing missed follow-ups and enabling faster handoffs.

Notable Features

Create scheduled-call records automatically
Notify reps and managers
Link calls to opportunity records