Create deal lookup row from updated deal stage
Create deal lookup row from updated deal stage
When deals enter the eligible stage, missing contact links leave cohorts without attendee records for enrollment. This fills the deal lookup with contact and deal info so coordinators can act same day.
Overview
Deals that advance into the eligible stage without linked contacts leave coordinators rebuilding rosters and delaying outreach. This flow captures contact and deal context into a single lookup and alerts on missing associations, so coordinators have roster-ready data same day.