Set deal onboarding date from scheduled demo meeting
Set deal onboarding date from scheduled demo meeting
Your onboarding meetings arrive without CRM context, leaving reps unsure of dates and reschedule links. It logs dates and reschedule links to the deal so teams are ready before the session.
Overview
When a client schedules a 'get started' session, your CRM should reflect that instantly so onboarding managers can prepare. This flow writes dates and reschedule links to the deal and advances the stage, ensuring teams are ready ahead of the session start.