Update deal status and owner when consultation booked
Update deal status and owner when consultation booked
When consultations are scheduled without updates, your reps lack booking context and risk unprepared calls. Keep deal records and owner assignments current so reps have context before the call.
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Overview
When booked consultations don't surface in your CRM, reps lose prep time and pipeline accuracy suffers. This flow updates deal stage, assigns the owner, and normalizes the booking date within minutes so reps are ready with full context before the call.