Set deal stage to scheduled interview when booked
Set deal stage to scheduled interview when booked
Your deals lack scheduled interview context, leaving reps unprepared and follow-ups missed. The workflow updates deal stage and interviewer so reps are ready before meetings.
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Overview
If interview bookings don't make it into CRM, reps show up unprepared and deals stall. This flow writes booking details into the deal as a stage change and assigns the interviewer, giving reps the right context within minutes before each meeting.