Scheduling a demo from a contact

You can book a demo for a contact directly from their record, with their details already filled in for you.

Steps

1. Open the contact's detail page.
2. Click Schedule a Demo in the header. A demo scheduling panel opens.
3. Fill in the demo details (date, time, and other information).
4. Save to book the demo.

The demo is linked to this contact, and the contact moves into your Demo scheduled pipeline tab.

Where the demo shows up

Once booked, the demo appears in your Schedule, and it's tracked on the contact's Activities timeline. After the demo is completed, its details (and any AI analysis) become available on the contact.

Note: The Schedule a Demo button is hidden while a contact is archived. Unarchive the contact first.