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Create feedback contact rows for recent closed deals

Create feedback contact rows for recent closed deals

Closed deals often lack a consolidated contact list, leaving coordinators without outreach targets. It appends associated contact IDs to a shared sheet so coordinators can start outreach same day.

Create feedback contact rows for recent closed deals

Overview

Eliminate manual lookups after a close by running a scheduled check that collects associated contact IDs and logs them to a shared sheet for program coordinators. That means outreach and onboarding can begin the same day without hunting for records.

Create feedback contact rows for recent closed deals