Update lead and opportunity status after demo not completed
Update lead and opportunity status after demo not completed
Your demo activity records leave leads in the wrong state, causing reps to chase stale opportunities and miss reschedules. Keep lead and opportunity statuses accurate for timely rescheduling same day.
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Overview
Missed or incomplete demos create noise in your funnel and slow down revenue actions. This flow keeps lead and opportunity statuses accurate, assigns owners, and surfaces rescheduling needs so reps and managers can act on opportunities the same day.