Create daily sales row for new consult enrollments

Your consult results and payments arrive disconnected, causing manual updates and missed tracking. Build a daily sales row so teams see enrollments and revenue the same day.

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Overview

Enrollment and payment details often land in different places and require manual consolidation, which delays reporting and follow-up. This flow writes consult outcomes and revenue into your daily tracker and alerts the sales channel so teams have actionable enrollment data the same day.