Update deal to intro call stage from booking
Update deal to intro call stage from booking
Your booked intro calls often have no linked contact or deal, leaving reps without prospect context. Create or update contact and move deal to Intro Call so reps are prepared same day.
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Overview
When a prospect books an intro call, your CRM should reflect that immediately so advisors have context at the meeting. This flow creates or updates the contact, advances the deal to Intro Call, and sends a prep email with your secure health survey link so advisors are ready the same day.