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Set opportunity demo source from completed event booking

Set opportunity demo source from completed event booking

Your completed demos don't set a demo source on Opportunities, creating attribution gaps. It fills Opportunity fields with the booked user's demo role and user link same day.

Set opportunity demo source from completed event booking

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Overview

Incomplete demo attribution skews pipeline insight and forces manual fixes. This workflow auto-populates the Opportunity with the booked user's demo role and user link so revenue ops and AEs get accurate attribution and actionable context same day.

Set opportunity demo source from completed event booking