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Update opportunity demo status and stage from sheet

Update opportunity demo status and stage from sheet

Your meeting rows don't set demo status or stage, leaving prospects stuck in outdated pipeline stages and delaying follow-up. Updates go to opportunities so managers see status in minutes.

Update opportunity demo status and stage from sheet

Overview

When meeting outcomes live only in spreadsheets, pipeline health and campaign timing slip. This flow writes demo results back into opportunity records and advances the stage so campaign managers and marketing ops see readiness instantly. That means follow-ups and attribution happen within minutes rather than days.

Update opportunity demo status and stage from sheet