Update deal stage and schedule demo activity in CRM
Update deal stage and schedule demo activity in CRM
Your demo bookings aren't logged in CRM, leaving reps without deal context and causing follow-ups to slip. Keep deals updated and add meeting activities so reps can follow up the same day.
Overview
When a demo is booked you need immediate pipeline accuracy or follow-ups fall through. This flow pushes the deal into the demo stage and logs the meeting so reps see context and can act the same day.