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Create referral deal and email the graduate contact

Create referral deal and email the graduate contact

Completed student deals without a referral handoff leave opportunities untracked and delay outreach. The workflow creates a referral deal and emails the contact so follow-up happens same day.

Create referral deal and email the graduate contact

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Overview

When student completions move through your configured completion stage, referral opportunities can fall through the cracks. This flow creates a referral deal and emails the contact automatically so referral coordinators can follow up same day and keep pipeline hygiene intact.

Create referral deal and email the graduate contact