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Update meeting activity and advance deal stage automatically

Update meeting activity and advance deal stage automatically

Your meeting activities lack linked deal context, leaving reps unable to prep for outreach. This updates deal stage and meeting types so reps can follow up same day.

Update meeting activity and advance deal stage automatically

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Overview

Unlinked calendar meetings break pipeline accuracy and slow reps down during outreach. This flow reclassifies qualifying meetings, links them to the right contact's deal, and advances the deal so reps see first-meeting momentum and act same day.

Update meeting activity and advance deal stage automatically