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Create review task when deal enters clinical training

Create review task when deal enters clinical training

Deals entering clinical training often miss organization or site details, stalling student setup. It creates review tasks and release actions so materials ship before start.

Create review task when deal enters clinical training

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Overview

When deals enter clinical training without complete records, student setup and materials fulfillment stall. This flow turns those stage changes into assigned review and release tasks so program coordinators validate records and dispatch materials within two days.

Create review task when deal enters clinical training