Demo Booked
In the Demo Booked stage, you must add the following information to the lead in order to move the lead to a different stage:
- A checklist for Demo preparation:
- Account created
- Persona check
- Workspace prepared
- Demo reminder sent
- Subscription plan type (You can choose from the following options: Free trial, Single, Custom)
- Demo type (You can choose from the following options: Discovery call, Demonstration call)
Remember that in order to move the lead to a different stage, all the above information should be filled out.
You can see the fields that were previously filled out in the Cold Leads, and In conversation stage below.
You also have the option to check out the future fields that could be filled out in further stages, so if there's any information you can enter from this stage, you can add it here. To see these fields, click on Show hidden fields. More about these fields in the articles about further stages.
