Create coaching roster entries from closed won deals

You get closed deals with no student record, leaving coaches without context and onboarding tasks unassigned. Create roster entries and alert program coordinators so coaches can start prep same day.

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Overview

Closed deals should instantly become actionable student records rather than one-off CRM entries. This flow captures each closed deal into a coaching roster, enriches contact data, updates the CRM, and alerts program coordinators so coaches can start prep the same day.