Sales ops: keep CRM deal demo dates accurate weekly
Sales ops: keep CRM deal demo dates accurate weekly
Sales ops see weekly discovery sheets with stale demo dates, causing reps to miss follow-ups and skewing forecasts. This flow updates demo dates in the CRM weekly so reps act on current schedules.
Overview
Outdated demo dates lead to missed follow-ups and unreliable forecasts. This workflow keeps CRM demo dates aligned with your weekly discovery sheet, removing manual updates and surfacing deals that need attention. Sales ops get accurate pipeline signals so reps focus on closing, not data cleanup.
Notable Features
- Update CRM demo date fields
- Filter weekly discovery sheet rows
- Notify reps of schedule changes