Update opportunity and grant course access after booking
Update opportunity and grant course access after booking
Your bookings arrive without CRM updates or course access, leaving reps unprepared. Attendees receive course materials and reps get clear context same day.
Overview
Missed CRM updates and manual provisioning slow deal momentum and frustrate new attendees. This flow updates the opportunity status and immediately grants course access when a consultation is booked, giving reps instant context and attendees materials same day.