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Create confirmation submission when a deal is found

Create confirmation submission when a deal is found

You lose intake context when a deal flag updates, leaving candidates unconfirmed and outreach unprepared. You get contact and LinkedIn captured for same-day follow-up.

Create confirmation submission when a deal is found

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Overview

When deal flags flip, coordinators often lack contact context and outreach gets delayed. This flow auto-captures email and LinkedIn and files a confirmation submission so campaign managers have everything they need for same-day outreach.

Create confirmation submission when a deal is found