Create deal lookup row when deal stage updates

Deals moved to the returning stage often lack contact context and block cohort processing. This adds contact records to a central deal lookup so coordinators have full context for same-day handoffs.

Create deal lookup row when deal stage updates

Overview

When deals move into an enrollment-ready stage without contact context, cohort delivery stalls and coordinators spend time chasing records. This flow ensures contact details are logged into a central lookup so your coordinators have the information they need for same-day handoffs.

Create deal lookup row when deal stage updates