Create logistics event records from new deal entries
Create logistics event records from new deal entries
New deal records often lack event details, leaving logistics coordinators unable to schedule resources for upcoming closes. Coordinators get standardized, time-adjusted event rows to act same day.
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Overview
Deals that reach the pipeline without structured event rows leave logistics scrambling and timelines uncertain. This flow creates consistent, time-adjusted event records from qualifying deals so coordinators can schedule resources and act the same day.