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Update deal stage when group training is scheduled

Update deal stage when group training is scheduled

Your group training bookings arrive without CRM context, so reps can't prepare and onboarding suffers. Keep deal records updated and owners notified so teams are ready same day.

Update deal stage when group training is scheduled

Overview

When training bookings come in, the pipeline should reflect readiness — not manual cleanup. This flow advances qualifying deals and appends session context so reps and coordinators are prepared and can act the same day.

Update deal stage when group training is scheduled