Update CRM deal when a prospect schedules a call
Update CRM deal when a prospect schedules a call
Your booked calls aren't recorded on deals, leaving reps without appointment context and causing follow-up delays. Keeps deal call dates and stage updated so reps can act same day.
Overview
When scheduled calls don't land on deals, reps lose context and follow-ups stall. Capture meeting times and set the appropriate deal stage so reps can prepare and act the same day.