Update deal records with new scheduled meeting details
Update deal records with new scheduled meeting details
When bookings arrive without deal context, your deals miss appointment details and reps can't prioritize outreach. Benefit: reps see meeting info on the deal, ready for same-day follow-up.
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Overview
Unlinked bookings leave reps scrambling and pipeline data incomplete. This flow attaches meeting times to the correct deal and updates its stage so reps have appointment context and can act within minutes of booking.