Create deal lookup row when deal stage updates
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.
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.