What lands in the CRM when someone books

Every booking link has a CRM-åtgärd vid bokning setting that decides what happens in the CRM when someone books. När någon bokar, vad ska DealJourney göra i CRM? Create a booking link covers building the link itself.

The four choices

• Ingenting, boka bara mötet: Ingen CRM-rad skapas. Bokningen finns bara i mötestabellen.
• Skapa ett lead: Den inbjudna matchas mot de personer du redan har. Är de redan kontakt eller lead kopplas bokningen till den raden. Bara en helt ny person blir ett nytt lead.
• Skapa en kontakt: Den inbjudna matchas mot de personer du redan har. Är de redan kontakt eller lead kopplas bokningen till den raden. Bara en helt ny person blir en ny kontakt.
• Skapa en affärsmöjlighet: En ny affärsmöjlighet skapas alltid i vald fas, ägd av dig (eller tilldelad värd för round-robin-länkar). Den kopplas till den inbjudnas befintliga kontakt och företag när vi känner igen dem.

It recognises people you already have

This is the part that matters, and it is why the setting is called an action rather than "create a record".

Vi matchar på e-postadress, telefonnummer och företaget bakom den inbjudnas e-postdomän, så att en bokning från någon du redan känner hamnar på deras kort i stället för att skapa en dublett.

The search is never limited to the type the link creates. A link set to Skapa ett lead still recognises someone who is already one of your contacts, and attaches the booking to that contact rather than starting a second, parallel record for the same person.

How the company is worked out, in order:

1. 1The company already on the contact we recognised.
2. 2A customer whose own email address matches the invitee's.
3. 3The invitee's email domain, when exactly one customer uses it, either on the customer itself, or through a colleague already filed under it.

Personal mailbox domains such as gmail.com are ignored for this, since they say nothing about who someone works for. If two different customers share a domain the company is left blank rather than guessed, because a meeting on the wrong company's card is worse than one with no company at all.

Where the booking shows up

• On the person's timeline, as a scheduled meeting.
• On the company's timeline too, when a company was worked out. This is what makes a booking visible to whoever watches the account, not just to the host.
• In the meetings list on that record. See the meetings on a customer, contact or activity covers that list.

Anything the invitee typed into the notes box on the booking page is added as a note on the timeline, in full, attributed to them. It is not squeezed into the notes field on the edit form, so it reads as what it is: something the other person said.

Cancellations, reschedules and no-shows post to the same timeline, so the record tells the whole story rather than only the happy path.

Course and webinar sign-ups

A link with fixed dates (a course or a webinar) uses the same setting, and the same recognition rules, for every sign-up: När någon anmäler sig till ett tillfälle, vad ska DealJourney göra i CRM:et? Anmälan noteras också på personens tidslinje, och det gör även en avbokning.

• A participant who is already a contact or a lead is attached to that record. Only someone genuinely new becomes the lead or contact the link creates.
• Skapa en affärsmöjlighet creates one deal per sign-up, named after the participant and the course, in the stage you choose, including for a participant you already know. Save the booking page, then use Kursförsäljning to choose a one-time catalogue product, currency and net price per seat. Zero is a free course. Each new sign-up gets one product line with quantity one, the agreed price, session date and venue in its description. Without a course offer the deal has no product line or price. Changing the offer only affects future sign-ups.
• The sign-up is posted to the person's timeline with the date they picked, and to their company's timeline when a company was worked out. If they give the seat back from their confirmation email, that is posted too.
• The confirmed stage overrides the initial stage when selected. If that stage is won, the existing workspace billing and accounting automation runs. The course uses the same accounting delivery choice as other won deals.
• Leverans till bokföring shows the connected accounting systems. An administrator can choose the output for all future won deals in the workspace. e-conomic supports invoice drafts or posted invoices; posting does not email the invoice and cannot be undone. Fiken currently receives invoice drafts; Tripletex and PowerOffice receive sales orders. Unsupported outputs are not offered. PowerOffice posting/sending requires an application permission we do not hold. Existing invoices are not changed and the integration's automatic-delivery switch still controls whether delivery runs. If an existing draft or an interrupted booking cannot be confirmed, billing requires review in the accounting system instead of creating another invoice.
• A cancellation moves the linked deal to the cancellation stage you selected. It does not delete or credit an issued invoice; review that invoice separately.
• CRM-behandling below the participant list shows queued, failed, completed and billing-review states and links to the deal. Accepted seats stay accepted if CRM processing fails; the CRM work retries without creating another deal. Interrupted or failed billing needs review on the existing deal and is never automatically replayed.
• After a session ends, use Markera slutförd or Markera utebliven in its CRM progress row. The course's completion/no-show stage is applied to the same deal and attendance is recorded on the timeline. You can correct the attendance choice. Seat reservations stay unchanged; cancellation remains a separate action. Moving an open deal into a won completion stage starts the existing billing automation once. Billing already attempted is not replayed by attendance edits.
• Answers the participant wrote are saved as a full note on the CRM timeline. Existing registrations are not automatically converted when you enable an offer; review those earlier participants separately.

A new lead or contact made this way starts your "lead created" and "contact created" workflows like any other, so a follow-up rule you already have also covers course participants.

If a booking did not attach to the right record

The most common reason is that the person booked with a different email address than the one on their record. Add that address to the record, or link the contact to the customer by hand. Add a contact to a company covers linking a person to a company. Bookings from then on will find it.

A phone number on its own is never enough to attach a booking to someone: work numbers are shared, so the name has to agree as well. That is deliberate, and it is why a switchboard number does not pull every colleague's booking onto one person.