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Create prospect record and deal from updated row

Create prospect record and deal from updated row

You get sheet rows for program inquiries that never reach your CRM, leaving enrollment coordinators without context. It creates person and deal records so teams can follow up the same day.

Create prospect record and deal from updated row

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Overview

When program inquiries live only in a spreadsheet, enrollment follow-up stalls and applicants slip away. This flow converts each qualifying row into a CRM person, deal, and pinned note so coordinators can reach out the same day and preserve conversion momentum.

Create prospect record and deal from updated row