Send demo completion reminder to opportunity owner now
Send demo completion reminder to opportunity owner now
When an Opportunity enters the Demo stage, you may miss collecting the demo recording and attendee notes, slowing handoffs. The reminder gets owners to upload recordings so follow-up happens same day.
Overview
Demos often finish without recordings or notes, which stalls handoffs and follow-up. This flow pushes a direct reminder to the Opportunity owner so recordings and context are captured and follow-up occurs same day.