Update deal stage when a prospect meeting is scheduled
Update deal stage when a prospect meeting is scheduled
Your scheduled prospect meetings lack CRM context, causing reps to miss follow-ups. Move the deal to Contacted and log a call so reps start prepared ahead of the meeting.
Overview
Calendar bookings without CRM context create friction and missed follow-ups. This flow moves qualifying deals to the contacted stage and logs the scheduled call automatically so reps show up prepared and follow-ups happen ahead of the meeting.