Create follow-on deal and log applicant details to sheet

You receive partner-specific deals that require a linked secondary deal and record for program tracking and outreach. It creates the follow-on deal and adds a sheet row so records are ready same day.

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Overview

When partner-program deals enter your pipeline, manual follow-up and inconsistent records slow outreach and reporting. This flow auto-creates a follow-on deal, records applicant details in your sheet, and inserts partner links so managers have consistent records same day.