Create sales deal when contact lead status changes
Create sales deal when contact lead status changes
You get contact status updates without a linked prospect record, leaving enrollment leads untriaged and outreach delayed. Create and assign a prospect deal so advisors can follow up same day.
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Zap details:
Overview
Untracked enrollment leads slow outreach and let prospects cool off. This flow turns a qualifying lead-status update into a populated, owner-assigned prospect deal and links the contact so advisors can follow up same day and keep enrollment momentum.