Update deal stage when follow-up demo is scheduled
Update deal stage when follow-up demo is scheduled
Your demo bookings lack pipeline context, so reps miss timely outreach and deals stall. Move deals to the follow-up stage automatically so reps can act the same day.
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Overview
When a prospect schedules a demo follow-up, your pipeline should reflect that intent immediately; otherwise reps miss the outreach window and deals can stall. This flow advances the associated deal to a follow-up stage automatically so reps and founders see prioritized opportunities and can act the same day.