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Create recruiting deal from stage changes in CRM

Create recruiting deal from stage changes in CRM

When contact stages change without recruiting tags, your recruiting queue lacks context and agent prospects go untracked. Create or update recruiting deals so coordinators can act on prospects same day.

Create recruiting deal from stage changes in CRM

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Overview

Stage-only changes without recruiting tags leave coordinators guessing and slow down agent hiring. This flow creates or advances recruiting deals automatically and surfaces missing-tag exceptions to the recruiting channel, enabling same-day outreach and clearer ownership.

Create recruiting deal from stage changes in CRM