Update contact stage from scheduled demo to opportunity
Update contact stage from scheduled demo to opportunity
Your demo bookings lack CRM stage updates, leaving reps without deal context and delaying outreach. The contact is advanced to opportunity and owner assigned so reps can act the same day.
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Overview
When a prospect books a demo, your CRM should reflect that interest immediately. This flow advances the contact to opportunity and assigns ownership so you or your reps can follow up the same day and keep deals moving.