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Update opportunity to not valid when demo signup occurs

Update opportunity to not valid when demo signup occurs

Your scheduled demos and lead/opportunity records fall out of sync when prospects sign up before the meeting. It updates records and notifies sales so onboarding can start same day.

Update opportunity to not valid when demo signup occurs

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Overview

When prospects sign up before their scheduled demo, reps waste time and pipeline data gets messy. This flow keeps your lead and opportunity records accurate and alerts sales and success so onboarding can begin same day.

Update opportunity to not valid when demo signup occurs