Update lead records from scheduled demo session data
Update lead records from scheduled demo session data
Your demo bookings reach CRM without session context, leaving reps unsure who handled calls and which leads need outreach. Leads get session and owner details so reps follow up same day.
Overview
Demo bookings often land in CRM without session context, leaving reps scrambling and follow-ups delayed. This flow attaches session details and handler info to the correct Lead so reps can prioritize outreach and follow up same day.