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Update opportunity to demo scheduled and assign owner

Update opportunity to demo scheduled and assign owner

Your demo bookings don't reach the CRM, so opportunities are untagged, mis-staged, and reps miss context. This updates opportunity records and assignees so reps have details ahead of the demo.

Update opportunity to demo scheduled and assign owner

Overview

When demos book, your pipeline needs to reflect that immediately so reps can prepare and conversions improve. This flow pushes bookings into the CRM, assigns an owner, and timestamps the demo so reps get context within minutes and outreach happens ahead of the demo.

Update opportunity to demo scheduled and assign owner