Update deal stage and log meeting in CRM
Update deal stage and log meeting in CRM
Your scheduled bookings aren't appearing in your CRM, leaving reps without attendee context. You get deal stage updates and a meeting activity created automatically so reps can follow up same day.
Overview
Every booked meeting should move a prospect forward in the pipeline and give reps the context they need to act. This flow advances the deal to the meeting stage and creates a meeting activity so reps can follow up the same day with full context.