Update contact SSO interest flag from demo notes
Update contact SSO interest flag from demo notes
Your demo request notes are unstructured, so reps miss contacts who ask about SSO and lose demo context. Reps get SSO signals on contact profiles to prioritize and route demos within minutes.
Overview
Free-text demo notes often hide security requests that change demo scope—leaving reps unprepared. This captures standalone SSO mentions and writes a clear flag on the contact so reps can prioritize and route those leads within minutes.